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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 | $70,176 | $64,719+8.4% | $112,249-37.5% | $68,486+2.5% |
| Participation rate | 60.3% | 67.2%-6.8pp | 75.1%-14.7pp | 67.9%-7.6pp |
| Annual return | -12.65% | -11.40%-1.2pp | 27.48%-40.1pp | -7.85%-4.8pp |
| Employer contribution / active EE | $1,048 | $2,747-61.9% | $3,636-71.2% | $2,597-59.6% |
| Participant deferral / active EE | $2,219 | $3,565-37.7% | $4,729-53.1% | $4,028-44.9% |
| Admin fee / account holder | $6,973 | $5,232+33.3% | $6,412+8.7% | $5,404+29.0% |