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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 | $72,728 | $64,719+12.4% | $112,249-35.2% | $68,486+6.2% |
| Participation rate | 59.1% | 67.2%-8.1pp | 75.1%-16.0pp | 67.9%-8.8pp |
| Annual return | -19.35% | -11.40%-7.9pp | 27.48%-46.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,767 | $2,747-35.7% | $3,636-51.4% | $2,597-32.0% |
| Participant deferral / active EE | $3,776 | $3,565+5.9% | $4,729-20.2% | $4,028-6.3% |
| Admin fee / account holder | $1,456 | $5,232-72.2% | $6,412-77.3% | $5,404-73.1% |