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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 | $66,530 | $42,383+57.0% | $76,518-13.1% | $64,173+3.7% |
| Participation rate | 56.4% | 58.1%-1.8pp | 68.0%-11.6pp | 69.6%-13.2pp |
| Annual return | -5.49% | -16.54%+11.0pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,924 | $1,563+23.1% | $2,647-27.3% | $2,381-19.2% |
| Participant deferral / active EE | $3,146 | $2,566+22.6% | $3,836-18.0% | $3,470-9.3% |
| Admin fee / account holder | $1,009 | $3,198-68.4% | $4,849-79.2% | $4,887-79.3% |