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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 | $76,436 | $81,870-6.6% | $119,634-36.1% | $68,490+11.6% |
| Participation rate | 63.9% | 71.9%-8.0pp | 79.3%-15.4pp | 67.9%-4.0pp |
| Annual return | 7.02% | -23.82%+30.8pp | -14.98%+22.0pp | -7.85%+14.9pp |
| Employer contribution / active EE | $1,638 | $2,692-39.1% | $4,232-61.3% | $2,597-36.9% |
| Participant deferral / active EE | $4,096 | $4,148-1.3% | $5,601-26.9% | $4,028+1.7% |
| Admin fee / account holder | $5,483 | $6,583-16.7% | $10,329-46.9% | $5,403+1.5% |