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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 | $67,765 | $64,716+4.7% | $112,258-39.6% | $68,495-1.1% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -16.38% | -11.40%-5.0pp | 27.47%-43.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,197 | $2,746-56.4% | $3,636-67.1% | $2,596-53.9% |
| Participant deferral / active EE | $2,630 | $3,565-26.2% | $4,728-44.4% | $4,028-34.7% |
| Admin fee / account holder | $1,909 | $5,232-63.5% | $6,411-70.2% | $5,403-64.7% |