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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 | $32,107 | $49,280-34.8% | $67,313-52.3% | $64,173-50.0% |
| Participation rate | 61.7% | 60.8%+0.9pp | 69.1%-7.4pp | 69.6%-7.9pp |
| Annual return | -6.85% | -1.39%-5.5pp | -4.08%-2.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,670 | $1,668+0.1% | $2,566-34.9% | $2,381-29.8% |
| Participant deferral / active EE | $3,679 | $2,484+48.1% | $3,568+3.1% | $3,470+6.0% |
| Admin fee / account holder | $1,723 | $3,863-55.4% | $4,507-61.8% | $4,887-64.7% |