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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 | $27,305 | $42,383-35.6% | $76,518-64.3% | $64,173-57.5% |
| Participation rate | 58.3% | 58.1%+0.2pp | 68.0%-9.7pp | 69.6%-11.2pp |
| Annual return | -3.31% | -16.54%+13.2pp | -0.27%-3.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,764 | $1,563+76.8% | $2,647+4.4% | $2,381+16.1% |
| Participant deferral / active EE | $5,876 | $2,566+128.9% | $3,836+53.2% | $3,470+69.3% |
| Admin fee / account holder | $1,168 | $3,198-63.5% | $4,849-75.9% | $4,887-76.1% |