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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 | $79,541 | $53,162+49.6% | $91,225-12.8% | $68,495+16.1% |
| Participation rate | 43.2% | 63.2%-20.0pp | 73.2%-30.0pp | 67.9%-24.6pp |
| Annual return | -12.22% | -3.14%-9.1pp | 114.10%-126.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,001 | $1,709-41.4% | $2,851-64.9% | $2,596-61.4% |
| Participant deferral / active EE | $2,294 | $2,974-22.9% | $4,234-45.8% | $4,028-43.1% |
| Admin fee / account holder | $3,814 | $4,493-15.1% | $5,422-29.7% | $5,403-29.4% |