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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 | $44,549 | $59,819-25.5% | $79,583-44.0% | $68,490-35.0% |
| Participation rate | 63.3% | 61.1%+2.3pp | 69.5%-6.2pp | 67.9%-4.6pp |
| Annual return | -16.65% | -12.30%-4.4pp | 0.16%-16.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,997 | $1,505+32.7% | $2,414-17.2% | $2,597-23.1% |
| Participant deferral / active EE | $3,158 | $3,025+4.4% | $3,986-20.8% | $4,028-21.6% |
| Admin fee / account holder | $1,745 | $4,835-63.9% | $6,835-74.5% | $5,403-67.7% |