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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 | $81,632 | $59,834+36.4% | $79,576+2.6% | $68,495+19.2% |
| Participation rate | 19.6% | 61.1%-41.5pp | 69.5%-49.9pp | 67.9%-48.3pp |
| Annual return | -10.30% | -12.30%+2.0pp | 0.15%-10.5pp | -7.84%-2.5pp |
| Employer contribution / active EE | $702 | $1,505-53.4% | $2,413-70.9% | $2,596-73.0% |
| Participant deferral / active EE | $1,750 | $3,024-42.2% | $3,985-56.1% | $4,028-56.6% |
| Admin fee / account holder | $4,361 | $4,835-9.8% | $6,834-36.2% | $5,403-19.3% |