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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 | $70,042 | $56,339+24.3% | $104,301-32.8% | $68,486+2.3% |
| Participation rate | 54.3% | 63.3%-9.0pp | 73.3%-19.0pp | 67.9%-13.6pp |
| Annual return | -14.08% | -9.19%-4.9pp | 24.61%-38.7pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,056 | $1,960-46.1% | $3,373-68.7% | $2,597-59.3% |
| Participant deferral / active EE | $2,934 | $3,077-4.6% | $4,626-36.6% | $4,028-27.1% |
| Admin fee / account holder | $3,075 | $4,902-37.3% | $7,340-58.1% | $5,404-43.1% |