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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 | $56,692 | $54,380+4.3% | $68,509-17.2% | $59,633-4.9% |
| Participation rate | 57.1% | 70.2%-13.0pp | 74.7%-17.6pp | 68.7%-11.5pp |
| Annual return | -1.71% | 2.83%-4.5pp | 8.27%-10.0pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $1,198 | $1,539-22.1% | $2,278-47.4% | $2,203-45.6% |
| Participant deferral / active EE | $2,485 | $2,643-6.0% | $3,382-26.5% | $3,192-22.1% |
| Admin fee / account holder | $2,588 | $3,885-33.4% | $5,275-50.9% | $4,297-39.8% |