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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 | $103,868 | $110,083-5.6% | $151,639-31.5% | $68,486+51.7% |
| Participation rate | 59.5% | 84.0%-24.4pp | 87.5%-28.0pp | 67.9%-8.4pp |
| Annual return | -16.72% | -10.12%-6.6pp | 3.34%-20.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,788 | $4,470-37.6% | $6,165-54.8% | $2,597+7.4% |
| Participant deferral / active EE | $5,733 | $6,526-12.2% | $8,363-31.5% | $4,028+42.3% |
| Admin fee / account holder | $2,153 | $7,718-72.1% | $11,613-81.5% | $5,404-60.2% |