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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 | $35,095 | $64,719-45.8% | $112,249-68.7% | $68,486-48.8% |
| Participation rate | 68.4% | 67.2%+1.3pp | 75.1%-6.6pp | 67.9%+0.5pp |
| Annual return | -7.75% | -11.40%+3.6pp | 27.48%-35.2pp | -7.85%+0.1pp |
| Employer contribution / active EE | $1,554 | $2,747-43.4% | $3,636-57.3% | $2,597-40.2% |
| Participant deferral / active EE | $2,897 | $3,565-18.7% | $4,729-38.7% | $4,028-28.1% |
| Admin fee / account holder | $2,535 | $5,232-51.6% | $6,412-60.5% | $5,404-53.1% |