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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 | $75,878 | $81,870-7.3% | $119,622-36.6% | $68,486+10.8% |
| Participation rate | 52.3% | 71.9%-19.6pp | 79.3%-27.0pp | 67.9%-15.6pp |
| Annual return | -16.26% | -23.82%+7.6pp | -14.98%-1.3pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,698 | $2,692-36.9% | $4,232-59.9% | $2,597-34.6% |
| Participant deferral / active EE | $4,300 | $4,148+3.7% | $5,601-23.2% | $4,028+6.8% |
| Admin fee / account holder | $5,344 | $6,583-18.8% | $10,328-48.3% | $5,404-1.1% |