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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 | $40,091 | $42,383-5.4% | $76,518-47.6% | $64,173-37.5% |
| Participation rate | 67.3% | 58.1%+9.2pp | 68.0%-0.7pp | 69.6%-2.2pp |
| Annual return | -3.61% | -16.54%+12.9pp | -0.27%-3.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,241 | $1,563-20.6% | $2,647-53.1% | $2,381-47.9% |
| Participant deferral / active EE | $4,205 | $2,566+63.9% | $3,836+9.6% | $3,470+21.2% |
| Admin fee / account holder | $775 | $3,198-75.8% | $4,849-84.0% | $4,887-84.2% |