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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 | $66,631 | $42,383+57.2% | $76,518-12.9% | $64,173+3.8% |
| Participation rate | 56.9% | 58.1%-1.2pp | 68.0%-11.1pp | 69.6%-12.6pp |
| Annual return | -6.18% | -16.54%+10.4pp | -0.27%-5.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,110 | $1,563-29.0% | $2,647-58.1% | $2,381-53.4% |
| Participant deferral / active EE | $2,309 | $2,566-10.0% | $3,836-39.8% | $3,470-33.5% |
| Admin fee / account holder | $579 | $3,198-81.9% | $4,849-88.1% | $4,887-88.1% |