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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 | $49,356 | $48,267+2.3% | $68,808-28.3% | $68,486-27.9% |
| Participation rate | 66.0% | 60.7%+5.3pp | 69.0%-3.0pp | 67.9%-1.9pp |
| Annual return | -17.66% | -12.70%-5.0pp | -6.37%-11.3pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,198 | $1,829+20.2% | $2,656-17.2% | $2,597-15.3% |
| Participant deferral / active EE | $4,062 | $2,867+41.7% | $3,942+3.0% | $4,028+0.8% |
| Admin fee / account holder | $1,766 | $4,362-59.5% | $4,936-64.2% | $5,404-67.3% |