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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 | $51,384 | $64,719-20.6% | $112,249-54.2% | $68,486-25.0% |
| Participation rate | 64.1% | 67.2%-3.0pp | 75.1%-11.0pp | 67.9%-3.8pp |
| Annual return | -17.72% | -11.40%-6.3pp | 27.48%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,064 | $2,747-61.3% | $3,636-70.7% | $2,597-59.0% |
| Participant deferral / active EE | $3,724 | $3,565+4.4% | $4,729-21.3% | $4,028-7.5% |
| Admin fee / account holder | $743 | $5,232-85.8% | $6,412-88.4% | $5,404-86.2% |