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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 | $69,382 | $69,977-0.9% | $108,582-36.1% | $62,881+10.3% |
| Participation rate | 63.6% | 72.9%-9.3pp | 79.6%-15.9pp | 69.3%-5.7pp |
| Annual return | 6.37% | 10.73%-4.4pp | -51.70%+58.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,356 | $2,135-36.5% | $3,758-63.9% | $2,281-40.5% |
| Participant deferral / active EE | $2,358 | $3,165-25.5% | $4,311-45.3% | $3,203-26.4% |
| Admin fee / account holder | $829 | $5,076-83.7% | $7,645-89.2% | $4,296-80.7% |