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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 | $36,070 | $50,947-29.2% | $74,549-51.6% | $64,173-43.8% |
| Participation rate | 69.2% | 61.1%+8.2pp | 69.1%+0.1pp | 69.6%-0.3pp |
| Annual return | -5.58% | -1.85%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,449 | $1,115+29.9% | $1,961-26.1% | $2,381-39.1% |
| Participant deferral / active EE | $2,359 | $2,302+2.5% | $3,108-24.1% | $3,470-32.0% |
| Admin fee / account holder | $4,914 | $4,221+16.4% | $5,059-2.9% | $4,887+0.5% |