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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 | $52,093 | $64,716-19.5% | $112,258-53.6% | $68,495-23.9% |
| Participation rate | 32.5% | 67.2%-34.7pp | 75.1%-42.6pp | 67.9%-35.4pp |
| Annual return | -9.64% | -11.40%+1.8pp | 27.47%-37.1pp | -7.84%-1.8pp |
| Employer contribution / active EE | $786 | $2,746-71.4% | $3,636-78.4% | $2,596-69.7% |
| Participant deferral / active EE | $1,669 | $3,565-53.2% | $4,728-64.7% | $4,028-58.6% |
| Admin fee / account holder | $10,475 | $5,232+100.2% | $6,411+63.4% | $5,403+93.9% |