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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 | $60,089 | $73,863-18.6% | $143,797-58.2% | $68,490-12.3% |
| Participation rate | 62.7% | 66.7%-4.0pp | 80.3%-17.6pp | 67.9%-5.2pp |
| Annual return | -16.39% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.5pp |
| Employer contribution / active EE | $2,011 | $3,185-36.9% | $4,952-59.4% | $2,597-22.6% |
| Participant deferral / active EE | $4,956 | $3,385+46.4% | $5,638-12.1% | $4,028+23.1% |
| Admin fee / account holder | $844 | $5,756-85.3% | $14,679-94.3% | $5,403-84.4% |