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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 | $29,258 | $48,267-39.4% | $68,808-57.5% | $68,486-57.3% |
| Participation rate | 67.6% | 60.7%+7.0pp | 69.0%-1.4pp | 67.9%-0.2pp |
| Annual return | -16.94% | -12.70%-4.2pp | -6.37%-10.6pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,176 | $1,829-35.7% | $2,656-55.7% | $2,597-54.7% |
| Participant deferral / active EE | $3,163 | $2,867+10.3% | $3,942-19.8% | $4,028-21.5% |
| Admin fee / account holder | $300 | $4,362-93.1% | $4,936-93.9% | $5,404-94.4% |