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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 | $46,868 | $62,586-25.1% | $76,766-38.9% | $64,181-27.0% |
| Participation rate | 56.3% | 72.8%-16.6pp | 77.0%-20.7pp | 69.6%-13.3pp |
| Annual return | -3.84% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,109 | $1,832+15.1% | $2,485-15.1% | $2,381-11.4% |
| Participant deferral / active EE | $4,629 | $3,145+47.2% | $3,851+20.2% | $3,470+33.4% |
| Admin fee / account holder | $1,443 | $4,667-69.1% | $6,675-78.4% | $4,887-70.5% |