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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 | $54,969 | $64,719-15.1% | $112,249-51.0% | $68,486-19.7% |
| Participation rate | 63.4% | 67.2%-3.7pp | 75.1%-11.6pp | 67.9%-4.5pp |
| Annual return | -15.41% | -11.40%-4.0pp | 27.48%-42.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,990 | $2,747+8.8% | $3,636-17.8% | $2,597+15.1% |
| Participant deferral / active EE | $3,835 | $3,565+7.6% | $4,729-18.9% | $4,028-4.8% |
| Admin fee / account holder | $823 | $5,232-84.3% | $6,412-87.2% | $5,404-84.8% |