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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 | $52,704 | $59,813-11.9% | $79,580-33.8% | $68,486-23.0% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.5%-1.9pp | 67.9%-0.3pp |
| Annual return | -19.20% | -12.30%-6.9pp | 0.15%-19.4pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,119 | $1,505-25.7% | $2,413-53.6% | $2,597-56.9% |
| Participant deferral / active EE | $2,696 | $3,024-10.8% | $3,985-32.3% | $4,028-33.1% |
| Admin fee / account holder | $2,544 | $4,835-47.4% | $6,835-62.8% | $5,404-52.9% |