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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 | $44,105 | $50,958-13.4% | $74,552-40.8% | $64,181-31.3% |
| Participation rate | 60.5% | 61.1%-0.5pp | 69.1%-8.6pp | 69.6%-9.0pp |
| Annual return | -7.84% | -1.86%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,061 | $1,115-4.9% | $1,961-45.9% | $2,381-55.4% |
| Participant deferral / active EE | $1,658 | $2,301-28.0% | $3,108-46.7% | $3,470-52.2% |
| Admin fee / account holder | $2,179 | $4,223-48.4% | $5,060-56.9% | $4,887-55.4% |