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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 | $38,718 | $59,813-35.3% | $79,580-51.3% | $68,486-43.5% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -4.63% | -12.30%+7.7pp | 0.15%-4.8pp | -7.85%+3.2pp |
| Employer contribution / active EE | $3,592 | $1,505+138.6% | $2,413+48.8% | $2,597+38.3% |
| Participant deferral / active EE | $3,420 | $3,024+13.1% | $3,985-14.2% | $4,028-15.1% |
| Admin fee / account holder | $1,021 | $4,835-78.9% | $6,835-85.1% | $5,404-81.1% |