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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 | $50,336 | $73,019-31.1% | $90,766-44.5% | $68,490-26.5% |
| Participation rate | 69.5% | 70.8%-1.3pp | 75.7%-6.2pp | 67.9%+1.6pp |
| Annual return | -13.95% | -13.81%-0.1pp | -12.16%-1.8pp | -7.85%-6.1pp |
| Employer contribution / active EE | $603 | $2,193-72.5% | $2,922-79.4% | $2,597-76.8% |
| Participant deferral / active EE | $2,340 | $3,626-35.5% | $4,565-48.7% | $4,028-41.9% |
| Admin fee / account holder | $2,640 | $5,897-55.2% | $8,446-68.7% | $5,403-51.1% |