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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 | $93,220 | $81,870+13.9% | $119,608-22.1% | $68,495+36.1% |
| Participation rate | 45.7% | 71.9%-26.2pp | 79.3%-33.6pp | 67.9%-22.2pp |
| Annual return | -12.49% | -23.82%+11.3pp | -14.98%+2.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,771 | $2,692-34.2% | $4,232-58.2% | $2,596-31.8% |
| Participant deferral / active EE | $3,867 | $4,148-6.8% | $5,601-31.0% | $4,028-4.0% |
| Admin fee / account holder | $63,151 | $6,583+859.3% | $10,326+511.6% | $5,403+1068.7% |