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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 | $79,690 | $71,878+10.9% | $86,698-8.1% | $68,486+16.4% |
| Participation rate | 57.3% | 72.2%-14.9pp | 76.6%-19.3pp | 67.9%-10.6pp |
| Annual return | -16.90% | 3.53%-20.4pp | 35.95%-52.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,037 | $2,173-52.3% | $2,837-63.4% | $2,597-60.1% |
| Participant deferral / active EE | $3,222 | $3,779-14.7% | $4,656-30.8% | $4,028-20.0% |
| Admin fee / account holder | $1,453 | $6,113-76.2% | $7,493-80.6% | $5,404-73.1% |