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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 | $55,643 | $81,900-32.1% | $119,615-53.5% | $68,498-18.8% |
| Participation rate | 68.9% | 71.9%-3.0pp | 79.3%-10.4pp | 67.9%+1.0pp |
| Annual return | -16.47% | -23.82%+7.4pp | -14.98%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,407 | $2,693-47.7% | $4,232-66.7% | $2,596-45.8% |
| Participant deferral / active EE | $3,198 | $4,148-22.9% | $5,602-42.9% | $4,027-20.6% |
| Admin fee / account holder | $1,427 | $6,582-78.3% | $10,324-86.2% | $5,403-73.6% |