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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 | $59,131 | $73,009-19.0% | $90,760-34.8% | $68,486-13.7% |
| Participation rate | 63.9% | 70.8%-6.9pp | 75.7%-11.8pp | 67.9%-4.0pp |
| Annual return | -15.94% | -13.81%-2.1pp | -12.16%-3.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $977 | $2,193-55.4% | $2,922-66.6% | $2,597-62.4% |
| Participant deferral / active EE | $4,036 | $3,626+11.3% | $4,565-11.6% | $4,028+0.2% |
| Admin fee / account holder | $1,692 | $5,896-71.3% | $8,444-80.0% | $5,404-68.7% |