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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 | $50,979 | $59,813-14.8% | $79,580-35.9% | $68,486-25.6% |
| Participation rate | 65.4% | 61.1%+4.4pp | 69.5%-4.1pp | 67.9%-2.5pp |
| Annual return | -19.16% | -12.30%-6.9pp | 0.15%-19.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $559 | $1,505-62.9% | $2,413-76.8% | $2,597-78.5% |
| Participant deferral / active EE | $3,634 | $3,024+20.1% | $3,985-8.8% | $4,028-9.8% |
| Admin fee / account holder | $2,700 | $4,835-44.2% | $6,835-60.5% | $5,404-50.0% |