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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 | $25,522 | $64,176-60.2% | $112,263-77.3% | $66,949-61.9% |
| Participation rate | 68.9% | 68.4%+0.5pp | 75.1%-6.1pp | 69.8%-0.9pp |
| Annual return | -18.38% | -13.80%-4.6pp | 27.49%-45.9pp | 1.57%-19.9pp |
| Employer contribution / active EE | $2,060 | $3,007-31.5% | $3,636-43.4% | $2,545-19.1% |
| Participant deferral / active EE | $3,606 | $3,694-2.4% | $4,729-23.8% | $4,239-14.9% |
| Admin fee / account holder | $1,788 | $626+185.7% | $6,410-72.1% | $594+201.2% |