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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 | $39,674 | $64,729-38.7% | $112,263-64.7% | $68,490-42.1% |
| Participation rate | 68.0% | 67.2%+0.8pp | 75.1%-7.1pp | 67.9%+0.1pp |
| Annual return | -16.48% | -11.40%-5.1pp | 27.49%-44.0pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,212 | $2,746-55.9% | $3,636-66.7% | $2,597-53.3% |
| Participant deferral / active EE | $2,286 | $3,566-35.9% | $4,729-51.7% | $4,028-43.2% |
| Admin fee / account holder | $3,105 | $5,222-40.5% | $6,410-51.6% | $5,403-42.5% |