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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 | $35,919 | $81,870-56.1% | $119,608-70.0% | $68,495-47.6% |
| Participation rate | 67.6% | 71.9%-4.3pp | 79.3%-11.7pp | 67.9%-0.3pp |
| Annual return | -14.51% | -23.82%+9.3pp | -14.98%+0.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,952 | $2,692-27.5% | $4,232-53.9% | $2,596-24.8% |
| Participant deferral / active EE | $2,385 | $4,148-42.5% | $5,601-57.4% | $4,028-40.8% |
| Admin fee / account holder | $727 | $6,583-89.0% | $10,326-93.0% | $5,403-86.5% |