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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 | $62,787 | $73,848-15.0% | $143,799-56.3% | $68,486-8.3% |
| Participation rate | 67.2% | 66.7%+0.6pp | 80.3%-13.1pp | 67.9%-0.7pp |
| Annual return | -15.49% | 0.91%-16.4pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,442 | $3,184-54.7% | $4,952-70.9% | $2,597-44.5% |
| Participant deferral / active EE | $3,847 | $3,385+13.7% | $5,638-31.8% | $4,028-4.5% |
| Admin fee / account holder | $2,557 | $5,755-55.6% | $14,677-82.6% | $5,404-52.7% |