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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 | $42,249 | $64,716-34.7% | $112,258-62.4% | $68,495-38.3% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -16.93% | -11.40%-5.5pp | 27.47%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,953 | $2,746-28.9% | $3,636-46.3% | $2,596-24.8% |
| Participant deferral / active EE | $4,714 | $3,565+32.2% | $4,728-0.3% | $4,028+17.0% |
| Admin fee / account holder | $1,387 | $5,232-73.5% | $6,411-78.4% | $5,403-74.3% |