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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 | $62,423 | $64,719-3.5% | $112,249-44.4% | $68,486-8.9% |
| Participation rate | 56.9% | 67.2%-10.3pp | 75.1%-18.2pp | 67.9%-11.0pp |
| Annual return | -15.32% | -11.40%-3.9pp | 27.48%-42.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,571 | $2,747-42.8% | $3,636-56.8% | $2,597-39.5% |
| Participant deferral / active EE | $3,404 | $3,565-4.5% | $4,729-28.0% | $4,028-15.5% |
| Admin fee / account holder | $562 | $5,232-89.3% | $6,412-91.2% | $5,404-89.6% |