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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 | $67,716 | $64,729+4.6% | $112,263-39.7% | $68,490-1.1% |
| Participation rate | 65.3% | 67.2%-1.9pp | 75.1%-9.8pp | 67.9%-2.6pp |
| Annual return | -14.57% | -11.40%-3.2pp | 27.49%-42.1pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,856 | $2,746-32.4% | $3,636-49.0% | $2,597-28.5% |
| Participant deferral / active EE | $3,457 | $3,566-3.0% | $4,729-26.9% | $4,028-14.2% |
| Admin fee / account holder | $1,223 | $5,222-76.6% | $6,410-80.9% | $5,403-77.4% |