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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 | $42,098 | $64,719-35.0% | $112,249-62.5% | $68,486-38.5% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -17.53% | -11.40%-6.1pp | 27.48%-45.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,949 | $2,747+7.4% | $3,636-18.9% | $2,597+13.6% |
| Participant deferral / active EE | $4,715 | $3,565+32.3% | $4,729-0.3% | $4,028+17.1% |
| Admin fee / account holder | $2,169 | $5,232-58.5% | $6,412-66.2% | $5,404-59.9% |