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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 | $54,065 | $42,396+27.5% | $67,313-19.7% | $56,289-4.0% |
| Participation rate | 45.1% | 61.0%-15.9pp | 69.1%-24.0pp | 69.9%-24.8pp |
| Annual return | -5.67% | -36.63%+31.0pp | -4.08%-1.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $877 | $1,414-38.0% | $2,566-65.8% | $2,111-58.5% |
| Participant deferral / active EE | $2,193 | $2,360-7.0% | $3,568-38.5% | $3,350-34.5% |
| Admin fee / account holder | $2,268 | $510+345.0% | $4,507-49.7% | $521+335.3% |