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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 | $34,721 | $45,872-24.3% | $77,100-55.0% | $68,490-49.3% |
| Participation rate | 60.5% | 55.9%+4.6pp | 67.9%-7.4pp | 67.9%-7.4pp |
| Annual return | -14.07% | 1.73%-15.8pp | 42.35%-56.4pp | -7.85%-6.2pp |
| Employer contribution / active EE | $3,172 | $1,650+92.3% | $2,815+12.7% | $2,597+22.2% |
| Participant deferral / active EE | $3,262 | $2,963+10.1% | $4,430-26.4% | $4,028-19.0% |
| Admin fee / account holder | $5,216 | $3,041+71.5% | $5,443-4.2% | $5,403-3.5% |