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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 | $69,164 | $73,019-5.3% | $90,766-23.8% | $68,490+1.0% |
| Participation rate | 52.5% | 70.8%-18.3pp | 75.7%-23.2pp | 67.9%-15.4pp |
| Annual return | -17.90% | -13.81%-4.1pp | -12.16%-5.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,255 | $2,193-42.8% | $2,922-57.0% | $2,597-51.7% |
| Participant deferral / active EE | $3,279 | $3,626-9.6% | $4,565-28.2% | $4,028-18.6% |
| Admin fee / account holder | $4,666 | $5,897-20.9% | $8,446-44.8% | $5,403-13.6% |