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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 | $65,649 | $64,719+1.4% | $112,249-41.5% | $68,486-4.1% |
| Participation rate | 56.3% | 67.2%-10.8pp | 75.1%-18.7pp | 67.9%-11.6pp |
| Annual return | -15.68% | -11.40%-4.3pp | 27.48%-43.2pp | -7.85%-7.8pp |
| Employer contribution / active EE | $2,524 | $2,747-8.1% | $3,636-30.6% | $2,597-2.8% |
| Participant deferral / active EE | $5,650 | $3,565+58.5% | $4,729+19.5% | $4,028+40.3% |
| Admin fee / account holder | $9,170 | $5,232+75.3% | $6,412+43.0% | $5,404+69.7% |