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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 | $42,302 | $49,280-14.2% | $67,313-37.2% | $64,173-34.1% |
| Participation rate | 56.3% | 60.8%-4.5pp | 69.1%-12.8pp | 69.6%-13.3pp |
| Annual return | -3.04% | -1.39%-1.6pp | -4.08%+1.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,753 | $1,668+5.1% | $2,566-31.7% | $2,381-26.3% |
| Participant deferral / active EE | $2,900 | $2,484+16.7% | $3,568-18.7% | $3,470-16.4% |
| Admin fee / account holder | $501 | $3,863-87.0% | $4,507-88.9% | $4,887-89.7% |