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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 | $71,673 | $64,729+10.7% | $112,263-36.2% | $68,490+4.6% |
| Participation rate | 38.7% | 67.2%-28.4pp | 75.1%-36.4pp | 67.9%-29.2pp |
| Annual return | -18.56% | -11.40%-7.2pp | 27.49%-46.1pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,327 | $2,746-51.7% | $3,636-63.5% | $2,597-48.9% |
| Participant deferral / active EE | $2,957 | $3,566-17.1% | $4,729-37.5% | $4,028-26.6% |
| Admin fee / account holder | $4,969 | $5,222-4.8% | $6,410-22.5% | $5,403-8.0% |