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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 | $67,455 | $73,848-8.7% | $143,799-53.1% | $68,486-1.5% |
| Participation rate | 65.6% | 66.7%-1.0pp | 80.3%-14.7pp | 67.9%-2.3pp |
| Annual return | -17.67% | 0.91%-18.6pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,209 | $3,184-62.0% | $4,952-75.6% | $2,597-53.5% |
| Participant deferral / active EE | $5,317 | $3,385+57.1% | $5,638-5.7% | $4,028+32.0% |
| Admin fee / account holder | $613 | $5,755-89.3% | $14,677-95.8% | $5,404-88.7% |