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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 | $43,716 | $65,437-33.2% | $86,698-49.6% | $66,949-34.7% |
| Participation rate | 47.1% | 75.5%-28.4pp | 76.6%-29.5pp | 69.8%-22.7pp |
| Annual return | -10.72% | -10.91%+0.2pp | 35.96%-46.7pp | 1.57%-12.3pp |
| Employer contribution / active EE | $872 | $2,154-59.5% | $2,837-69.2% | $2,545-65.7% |
| Participant deferral / active EE | $2,451 | $4,102-40.2% | $4,656-47.4% | $4,239-42.2% |
| Admin fee / account holder | $2,778 | $642+332.9% | $7,492-62.9% | $594+368.0% |