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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 | $51,116 | $54,162-5.6% | $68,612-25.5% | $64,173-20.3% |
| Participation rate | 60.0% | 68.1%-8.1pp | 72.2%-12.2pp | 69.6%-9.6pp |
| Annual return | -5.35% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,767 | $1,846-4.3% | $2,625-32.7% | $2,381-25.8% |
| Participant deferral / active EE | $3,362 | $2,626+28.0% | $3,311+1.5% | $3,470-3.1% |
| Admin fee / account holder | $1,644 | $4,029-59.2% | $5,131-68.0% | $4,887-66.4% |