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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 | $70,153 | $71,878-2.4% | $86,698-19.1% | $68,486+2.4% |
| Participation rate | 54.9% | 72.2%-17.3pp | 76.6%-21.7pp | 67.9%-13.0pp |
| Annual return | -14.30% | 3.53%-17.8pp | 35.95%-50.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,423 | $2,173-34.5% | $2,837-49.8% | $2,597-45.2% |
| Participant deferral / active EE | $3,117 | $3,779-17.5% | $4,656-33.1% | $4,028-22.6% |
| Admin fee / account holder | $5,071 | $6,113-17.0% | $7,493-32.3% | $5,404-6.2% |