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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 | $65,894 | $77,817-15.3% | $123,553-46.7% | $64,173+2.7% |
| Participation rate | 43.8% | 74.7%-31.0pp | 82.3%-38.5pp | 69.6%-25.8pp |
| Annual return | -5.57% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $820 | $3,014-72.8% | $4,628-82.3% | $2,381-65.6% |
| Participant deferral / active EE | $2,782 | $5,240-46.9% | $6,426-56.7% | $3,470-19.8% |
| Admin fee / account holder | $13,931 | $5,519+152.4% | $9,284+50.0% | $4,887+185.0% |