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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 | $43,480 | $50,947-14.7% | $74,549-41.7% | $64,173-32.2% |
| Participation rate | 60.5% | 61.1%-0.6pp | 69.1%-8.7pp | 69.6%-9.1pp |
| Annual return | -7.68% | -1.85%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,985 | $1,115+78.0% | $1,961+1.2% | $2,381-16.6% |
| Participant deferral / active EE | $3,863 | $2,302+67.8% | $3,108+24.3% | $3,470+11.3% |
| Admin fee / account holder | $1,344 | $4,221-68.2% | $5,059-73.4% | $4,887-72.5% |