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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 | $32,301 | $64,719-50.1% | $112,249-71.2% | $68,486-52.8% |
| Participation rate | 64.4% | 67.2%-2.8pp | 75.1%-10.7pp | 67.9%-3.5pp |
| Annual return | -2.23% | -11.40%+9.2pp | 27.48%-29.7pp | -7.85%+5.6pp |
| Employer contribution / active EE | $2,343 | $2,747-14.7% | $3,636-35.6% | $2,597-9.8% |
| Participant deferral / active EE | $5,476 | $3,565+53.6% | $4,729+15.8% | $4,028+36.0% |
| Admin fee / account holder | $3,312 | $5,232-36.7% | $6,412-48.3% | $5,404-38.7% |