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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 | $60,166 | $73,009-17.6% | $90,756-33.7% | $68,495-12.2% |
| Participation rate | 42.3% | 70.8%-28.5pp | 75.7%-33.4pp | 67.9%-25.6pp |
| Annual return | -16.72% | -13.81%-2.9pp | -12.16%-4.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $970 | $2,193-55.7% | $2,922-66.8% | $2,596-62.6% |
| Participant deferral / active EE | $4,158 | $3,626+14.7% | $4,565-8.9% | $4,028+3.2% |
| Admin fee / account holder | $779 | $5,896-86.8% | $8,445-90.8% | $5,403-85.6% |