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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 | $61,257 | $81,870-25.2% | $119,622-48.8% | $68,486-10.6% |
| Participation rate | 44.4% | 71.9%-27.4pp | 79.3%-34.8pp | 67.9%-23.4pp |
| Annual return | -12.68% | -23.82%+11.1pp | -14.98%+2.3pp | -7.85%-4.8pp |
| Employer contribution / active EE | $1,366 | $2,692-49.3% | $4,232-67.7% | $2,597-47.4% |
| Participant deferral / active EE | $2,394 | $4,148-42.3% | $5,601-57.3% | $4,028-40.6% |
| Admin fee / account holder | $2,329 | $6,583-64.6% | $10,328-77.5% | $5,404-56.9% |