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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 | $64,775 | $64,719+0.1% | $112,249-42.3% | $68,486-5.4% |
| Participation rate | 23.3% | 67.2%-43.8pp | 75.1%-51.7pp | 67.9%-44.6pp |
| Annual return | -18.47% | -11.40%-7.1pp | 27.48%-46.0pp | -7.85%-10.6pp |
| Employer contribution / active EE | $956 | $2,747-65.2% | $3,636-73.7% | $2,597-63.2% |
| Participant deferral / active EE | $3,578 | $3,565+0.4% | $4,729-24.3% | $4,028-11.2% |
| Admin fee / account holder | $871 | $5,232-83.4% | $6,412-86.4% | $5,404-83.9% |