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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 | $59,354 | $72,177-17.8% | $115,038-48.4% | $59,633-0.5% |
| Participation rate | 69.7% | 72.6%-2.9pp | 81.4%-11.7pp | 68.7%+1.0pp |
| Annual return | -1.84% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,266 | $2,841-55.4% | $4,608-72.5% | $2,203-42.5% |
| Participant deferral / active EE | $3,272 | $4,783-31.6% | $6,026-45.7% | $3,192+2.5% |
| Admin fee / account holder | $2,169 | $4,927-56.0% | $8,175-73.5% | $4,297-49.5% |