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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 | $56,329 | $64,719-13.0% | $112,249-49.8% | $68,486-17.8% |
| Participation rate | 67.8% | 67.2%+0.6pp | 75.1%-7.3pp | 67.9%-0.1pp |
| Annual return | 3.19% | -11.40%+14.6pp | 27.48%-24.3pp | -7.85%+11.0pp |
| Employer contribution / active EE | $1,293 | $2,747-52.9% | $3,636-64.4% | $2,597-50.2% |
| Participant deferral / active EE | $3,108 | $3,565-12.8% | $4,729-34.3% | $4,028-22.8% |
| Admin fee / account holder | $2,295 | $5,232-56.1% | $6,412-64.2% | $5,404-57.5% |