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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 | $32,035 | $59,819-46.4% | $79,583-59.7% | $68,490-53.2% |
| Participation rate | 68.2% | 61.1%+7.1pp | 69.5%-1.3pp | 67.9%+0.3pp |
| Annual return | -9.75% | -12.30%+2.5pp | 0.16%-9.9pp | -7.85%-1.9pp |
| Employer contribution / active EE | $766 | $1,505-49.1% | $2,414-68.3% | $2,597-70.5% |
| Participant deferral / active EE | $2,559 | $3,025-15.4% | $3,986-35.8% | $4,028-36.5% |
| Admin fee / account holder | $3,853 | $4,835-20.3% | $6,835-43.6% | $5,403-28.7% |