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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 | $59,561 | $42,914+38.8% | $60,888-2.2% | $68,498-13.0% |
| Participation rate | 59.5% | 66.8%-7.3pp | 73.1%-13.7pp | 67.9%-8.4pp |
| Annual return | -16.05% | -13.99%-2.1pp | 16.91%-33.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $847 | $1,979-57.2% | $2,702-68.7% | $2,596-67.4% |
| Participant deferral / active EE | $1,320 | $2,868-54.0% | $3,817-65.4% | $4,027-67.2% |
| Admin fee / account holder | $8,250 | $3,102+165.9% | $3,225+155.8% | $5,403+52.7% |