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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 | $58,442 | $71,873-18.7% | $86,698-32.6% | $68,490-14.7% |
| Participation rate | 68.0% | 72.2%-4.2pp | 76.6%-8.6pp | 67.9%+0.1pp |
| Annual return | -15.61% | 3.54%-19.1pp | 35.96%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $2,108 | $2,173-3.0% | $2,837-25.7% | $2,597-18.8% |
| Participant deferral / active EE | $3,206 | $3,779-15.2% | $4,656-31.2% | $4,028-20.4% |
| Admin fee / account holder | $2,471 | $6,110-59.6% | $7,492-67.0% | $5,403-54.3% |