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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 | $61,017 | $53,162+14.8% | $91,225-33.1% | $68,486-10.9% |
| Participation rate | 55.6% | 63.2%-7.7pp | 73.2%-17.6pp | 67.9%-12.3pp |
| Annual return | -14.19% | -3.14%-11.1pp | 114.12%-128.3pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,358 | $1,709-20.5% | $2,851-52.4% | $2,597-47.7% |
| Participant deferral / active EE | $3,721 | $2,974+25.1% | $4,233-12.1% | $4,028-7.6% |
| Admin fee / account holder | $7,826 | $4,493+74.2% | $5,422+44.3% | $5,404+44.8% |