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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 | $74,818 | $71,878+4.1% | $86,698-13.7% | $68,486+9.2% |
| Participation rate | 42.3% | 72.2%-29.9pp | 76.6%-34.3pp | 67.9%-25.6pp |
| Annual return | -9.14% | 3.53%-12.7pp | 35.95%-45.1pp | -7.85%-1.3pp |
| Employer contribution / active EE | $1,048 | $2,173-51.8% | $2,837-63.1% | $2,597-59.6% |
| Participant deferral / active EE | $3,414 | $3,779-9.7% | $4,656-26.7% | $4,028-15.2% |
| Admin fee / account holder | $2,782 | $6,113-54.5% | $7,493-62.9% | $5,404-48.5% |