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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 | $59,222 | $62,583-5.4% | $76,767-22.9% | $64,173-7.7% |
| Participation rate | 47.7% | 72.8%-25.1pp | 77.0%-29.3pp | 69.6%-21.9pp |
| Annual return | -6.20% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,236 | $1,832-32.5% | $2,485-50.3% | $2,381-48.1% |
| Participant deferral / active EE | $2,699 | $3,145-14.2% | $3,852-29.9% | $3,470-22.2% |
| Admin fee / account holder | $4,387 | $4,667-6.0% | $6,675-34.3% | $4,887-10.2% |