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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 | $67,060 | $64,716+3.6% | $112,258-40.3% | $68,495-2.1% |
| Participation rate | 55.9% | 67.2%-11.3pp | 75.1%-19.2pp | 67.9%-12.0pp |
| Annual return | -15.76% | -11.40%-4.4pp | 27.47%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,701 | $2,746-38.1% | $3,636-53.2% | $2,596-34.5% |
| Participant deferral / active EE | $3,571 | $3,565+0.2% | $4,728-24.5% | $4,028-11.3% |
| Admin fee / account holder | $3,985 | $5,232-23.8% | $6,411-37.8% | $5,403-26.2% |