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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 | $31,932 | $58,587-45.5% | $83,322-61.7% | $64,173-50.2% |
| Participation rate | 64.7% | 72.0%-7.3pp | 77.8%-13.1pp | 69.6%-4.9pp |
| Annual return | -6.56% | 9.65%-16.2pp | 10.64%-17.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,097 | $2,098+47.6% | $3,379-8.3% | $2,381+30.1% |
| Participant deferral / active EE | $5,001 | $4,654+7.4% | $5,565-10.1% | $3,470+44.1% |
| Admin fee / account holder | $4,977 | $9,279-46.4% | $7,540-34.0% | $4,887+1.8% |