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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 | $65,693 | $64,719+1.5% | $112,249-41.5% | $68,486-4.1% |
| Participation rate | 56.5% | 67.2%-10.7pp | 75.1%-18.6pp | 67.9%-11.4pp |
| Annual return | -16.37% | -11.40%-5.0pp | 27.48%-43.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,501 | $2,747-45.3% | $3,636-58.7% | $2,597-42.2% |
| Participant deferral / active EE | $3,335 | $3,565-6.5% | $4,729-29.5% | $4,028-17.2% |
| Admin fee / account holder | $1,561 | $5,232-70.2% | $6,412-75.7% | $5,404-71.1% |