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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 | $19,600 | $64,719-69.7% | $112,249-82.5% | $68,486-71.4% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -16.62% | -11.40%-5.2pp | 27.48%-44.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,791 | $2,747+1.6% | $3,636-23.2% | $2,597+7.5% |
| Participant deferral / active EE | $3,450 | $3,565-3.2% | $4,729-27.0% | $4,028-14.3% |
| Admin fee / account holder | $1,868 | $5,232-64.3% | $6,412-70.9% | $5,404-65.4% |