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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 | $65,317 | $73,009-10.5% | $90,760-28.0% | $68,486-4.6% |
| Participation rate | 67.6% | 70.8%-3.2pp | 75.7%-8.0pp | 67.9%-0.2pp |
| Annual return | -14.04% | -13.81%-0.2pp | -12.16%-1.9pp | -7.85%-6.2pp |
| Employer contribution / active EE | $897 | $2,193-59.1% | $2,922-69.3% | $2,597-65.4% |
| Participant deferral / active EE | $4,870 | $3,626+34.3% | $4,565+6.7% | $4,028+20.9% |
| Admin fee / account holder | $2,777 | $5,896-52.9% | $8,444-67.1% | $5,404-48.6% |