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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 | $69,009 | $64,719+6.6% | $112,249-38.5% | $68,486+0.8% |
| Participation rate | 58.6% | 67.2%-8.5pp | 75.1%-16.4pp | 67.9%-9.3pp |
| Annual return | -13.30% | -11.40%-1.9pp | 27.48%-40.8pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,627 | $2,747-40.8% | $3,636-55.3% | $2,597-37.3% |
| Participant deferral / active EE | $3,178 | $3,565-10.9% | $4,729-32.8% | $4,028-21.1% |
| Admin fee / account holder | $1,036 | $5,232-80.2% | $6,412-83.8% | $5,404-80.8% |