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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 | $45,040 | $64,716-30.4% | $112,258-59.9% | $68,495-34.2% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -11.43% | -11.40%0pp | 27.47%-38.9pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,584 | $2,746-42.3% | $3,636-56.4% | $2,596-39.0% |
| Participant deferral / active EE | $2,391 | $3,565-32.9% | $4,728-49.4% | $4,028-40.6% |
| Admin fee / account holder | $959 | $5,232-81.7% | $6,411-85.0% | $5,403-82.2% |