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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 | $68,628 | $67,411+1.8% | $91,004-24.6% | $70,126-2.1% |
| Participation rate | 68.0% | 71.4%-3.4pp | 75.6%-7.6pp | 69.5%-1.5pp |
| Annual return | 14.58% | -40.16%+54.7pp | 4.60%+10.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $412 | $1,786-76.9% | $2,456-83.2% | $2,343-82.4% |
| Participant deferral / active EE | $2,784 | $2,823-1.4% | $3,548-21.5% | $3,332-16.5% |
| Admin fee / account holder | $848 | $4,236-80.0% | $5,417-84.3% | $4,645-81.7% |