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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 | $69,893 | $67,411+3.7% | $91,004-23.2% | $70,126-0.3% |
| Participation rate | 53.1% | 71.4%-18.2pp | 75.6%-22.5pp | 69.5%-16.4pp |
| Annual return | 14.18% | -40.16%+54.3pp | 4.60%+9.6pp | 73.15%-59.0pp |
| Employer contribution / active EE | $568 | $1,786-68.2% | $2,456-76.9% | $2,343-75.7% |
| Participant deferral / active EE | $2,141 | $2,823-24.2% | $3,548-39.7% | $3,332-35.7% |
| Admin fee / account holder | $405 | $4,236-90.4% | $5,417-92.5% | $4,645-91.3% |