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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 | $37,353 | $61,660-39.4% | $80,022-53.3% | $64,173-41.8% |
| Participation rate | 67.4% | 71.7%-4.3pp | 75.8%-8.4pp | 69.6%-2.2pp |
| Annual return | -5.74% | -0.33%-5.4pp | 11.22%-17.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $567 | $1,810-68.7% | $2,468-77.0% | $2,381-76.2% |
| Participant deferral / active EE | $3,741 | $2,968+26.1% | $3,686+1.5% | $3,470+7.8% |
| Admin fee / account holder | $8,186 | $5,417+51.1% | $6,521+25.5% | $4,887+67.5% |