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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 | $63,337 | $81,870-22.6% | $119,622-47.1% | $68,486-7.5% |
| Participation rate | 56.3% | 71.9%-15.6pp | 79.3%-22.9pp | 67.9%-11.6pp |
| Annual return | -8.64% | -23.82%+15.2pp | -14.98%+6.3pp | -7.85%-0.8pp |
| Employer contribution / active EE | $1,786 | $2,692-33.6% | $4,232-57.8% | $2,597-31.2% |
| Participant deferral / active EE | $2,252 | $4,148-45.7% | $5,601-59.8% | $4,028-44.1% |
| Admin fee / account holder | $14,227 | $6,583+116.1% | $10,328+37.8% | $5,404+163.3% |