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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 | $35,898 | $53,162-32.5% | $91,225-60.6% | $68,495-47.6% |
| Participation rate | 60.0% | 63.2%-3.2pp | 73.2%-13.2pp | 67.9%-7.9pp |
| Annual return | -18.75% | -3.14%-15.6pp | 114.10%-132.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,110 | $1,709+23.5% | $2,851-26.0% | $2,596-18.7% |
| Participant deferral / active EE | $4,349 | $2,974+46.3% | $4,234+2.7% | $4,028+8.0% |
| Admin fee / account holder | $1,636 | $4,493-63.6% | $5,422-69.8% | $5,403-69.7% |