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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,192 | $59,834-9.4% | $79,576-31.9% | $68,495-20.9% |
| Participation rate | 58.7% | 61.1%-2.4pp | 69.5%-10.8pp | 67.9%-9.2pp |
| Annual return | -16.48% | -12.30%-4.2pp | 0.15%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $798 | $1,505-47.0% | $2,413-67.0% | $2,596-69.3% |
| Participant deferral / active EE | $2,194 | $3,024-27.4% | $3,985-44.9% | $4,028-45.5% |
| Admin fee / account holder | $1,152 | $4,835-76.2% | $6,834-83.1% | $5,403-78.7% |