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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 | $35,577 | $48,267-26.3% | $68,808-48.3% | $68,486-48.1% |
| Participation rate | 60.0% | 60.7%-0.7pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | -15.31% | -12.70%-2.6pp | -6.37%-8.9pp | -7.85%-7.5pp |
| Employer contribution / active EE | $6,781 | $1,829+270.7% | $2,656+155.3% | $2,597+161.1% |
| Participant deferral / active EE | $7,645 | $2,867+166.7% | $3,942+93.9% | $4,028+89.8% |
| Admin fee / account holder | $7,524 | $4,362+72.5% | $4,936+52.4% | $5,404+39.2% |