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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 | $38,986 | $43,344-10.1% | $59,899-34.9% | $64,173-39.2% |
| Participation rate | 66.7% | 69.2%-2.5pp | 74.7%-8.0pp | 69.6%-2.9pp |
| Annual return | -4.74% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $6,220 | $2,030+206.5% | $2,723+128.5% | $2,381+161.3% |
| Participant deferral / active EE | $1,543 | $2,547-39.4% | $3,402-54.7% | $3,470-55.5% |
| Admin fee / account holder | $1,916 | $3,008-36.3% | $3,592-46.7% | $4,887-60.8% |