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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 | $52,994 | $62,586-15.3% | $76,766-31.0% | $64,181-17.4% |
| Participation rate | 65.4% | 72.8%-7.4pp | 77.0%-11.6pp | 69.6%-4.2pp |
| Annual return | -7.26% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $891 | $1,832-51.4% | $2,485-64.2% | $2,381-62.6% |
| Participant deferral / active EE | $1,984 | $3,145-36.9% | $3,851-48.5% | $3,470-42.8% |
| Admin fee / account holder | $4,537 | $4,667-2.8% | $6,675-32.0% | $4,887-7.2% |