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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 | $45,770 | $59,819-23.5% | $79,583-42.5% | $68,490-33.2% |
| Participation rate | 59.5% | 61.1%-1.5pp | 69.5%-10.0pp | 67.9%-8.4pp |
| Annual return | -7.87% | -12.30%+4.4pp | 0.16%-8.0pp | -7.85%0pp |
| Employer contribution / active EE | $1,252 | $1,505-16.8% | $2,414-48.1% | $2,597-51.8% |
| Participant deferral / active EE | $2,986 | $3,025-1.3% | $3,986-25.1% | $4,028-25.9% |
| Admin fee / account holder | $657 | $4,835-86.4% | $6,835-90.4% | $5,403-87.8% |