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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 | $32,474 | $46,697-30.5% | $117,533-72.4% | $68,486-52.6% |
| Participation rate | 69.7% | 56.8%+13.0pp | 70.6%-0.9pp | 67.9%+1.8pp |
| Annual return | -2.98% | -14.52%+11.5pp | 29.77%-32.8pp | -7.85%+4.9pp |
| Employer contribution / active EE | $2,782 | $1,506+84.8% | $4,179-33.4% | $2,597+7.1% |
| Participant deferral / active EE | $4,284 | $2,637+62.4% | $4,072+5.2% | $4,028+6.4% |
| Admin fee / account holder | $1,276 | $4,023-68.3% | $5,647-77.4% | $5,404-76.4% |