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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 | $67,529 | $67,411+0.2% | $91,004-25.8% | $70,126-3.7% |
| Participation rate | 54.2% | 71.4%-17.2pp | 75.6%-21.4pp | 69.5%-15.4pp |
| Annual return | 18.84% | -40.16%+59.0pp | 4.60%+14.2pp | 73.15%-54.3pp |
| Employer contribution / active EE | $653 | $1,786-63.5% | $2,456-73.4% | $2,343-72.1% |
| Participant deferral / active EE | $2,321 | $2,823-17.8% | $3,548-34.6% | $3,332-30.3% |
| Admin fee / account holder | $1,613 | $4,236-61.9% | $5,417-70.2% | $4,645-65.3% |