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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 | $51,208 | $58,577-12.6% | $83,323-38.5% | $64,181-20.2% |
| Participation rate | 67.8% | 72.0%-4.2pp | 77.8%-10.0pp | 69.6%-1.8pp |
| Annual return | -1.05% | 9.65%-10.7pp | 10.63%-11.7pp | 7.63%-8.7pp |
| Employer contribution / active EE | $2,689 | $2,098+28.2% | $3,379-20.4% | $2,381+13.0% |
| Participant deferral / active EE | $5,370 | $4,654+15.4% | $5,565-3.5% | $3,470+54.8% |
| Admin fee / account holder | $5,059 | $9,275-45.5% | $7,539-32.9% | $4,887+3.5% |