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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 | $65,893 | $64,176+2.7% | $112,263-41.3% | $66,949-1.6% |
| Participation rate | 65.0% | 68.4%-3.4pp | 75.1%-10.0pp | 69.8%-4.8pp |
| Annual return | -10.35% | -13.80%+3.4pp | 27.49%-37.8pp | 1.57%-11.9pp |
| Employer contribution / active EE | $1,785 | $3,007-40.7% | $3,636-50.9% | $2,545-29.9% |
| Participant deferral / active EE | $5,399 | $3,694+46.2% | $4,729+14.2% | $4,239+27.4% |
| Admin fee / account holder | $1,081 | $626+72.8% | $6,410-83.1% | $594+82.2% |