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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 | $63,997 | $62,583+2.3% | $76,767-16.6% | $64,173-0.3% |
| Participation rate | 67.8% | 72.8%-5.0pp | 77.0%-9.1pp | 69.6%-1.8pp |
| Annual return | -5.98% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,863 | $1,832+1.7% | $2,485-25.0% | $2,381-21.8% |
| Participant deferral / active EE | $3,918 | $3,145+24.6% | $3,852+1.7% | $3,470+12.9% |
| Admin fee / account holder | $2,107 | $4,667-54.9% | $6,675-68.4% | $4,887-56.9% |