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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 | $31,059 | $73,848-57.9% | $143,799-78.4% | $68,486-54.6% |
| Participation rate | 64.6% | 66.7%-2.0pp | 80.3%-15.7pp | 67.9%-3.3pp |
| Annual return | -3.50% | 0.91%-4.4pp | -0.04%-3.5pp | -7.85%+4.4pp |
| Employer contribution / active EE | $2,823 | $3,184-11.3% | $4,952-43.0% | $2,597+8.7% |
| Participant deferral / active EE | $4,317 | $3,385+27.6% | $5,638-23.4% | $4,028+7.2% |
| Admin fee / account holder | $3,776 | $5,755-34.4% | $14,677-74.3% | $5,404-30.1% |