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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 | $76,558 | $46,697+63.9% | $117,533-34.9% | $68,486+11.8% |
| Participation rate | 35.8% | 56.8%-20.9pp | 70.6%-34.8pp | 67.9%-32.0pp |
| Annual return | -15.89% | -14.52%-1.4pp | 29.77%-45.7pp | -7.85%-8.0pp |
| Employer contribution / active EE | $875 | $1,506-41.9% | $4,179-79.1% | $2,597-66.3% |
| Participant deferral / active EE | $1,895 | $2,637-28.1% | $4,072-53.5% | $4,028-52.9% |
| Admin fee / account holder | $5,540 | $4,023+37.7% | $5,647-1.9% | $5,404+2.5% |