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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 | $49,094 | $49,280-0.4% | $67,313-27.1% | $64,173-23.5% |
| Participation rate | 69.0% | 60.8%+8.2pp | 69.1%-0.1pp | 69.6%-0.6pp |
| Annual return | -6.49% | -1.39%-5.1pp | -4.08%-2.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $883 | $1,668-47.1% | $2,566-65.6% | $2,381-62.9% |
| Participant deferral / active EE | $3,925 | $2,484+58.0% | $3,568+10.0% | $3,470+13.1% |
| Admin fee / account holder | $1,678 | $3,863-56.6% | $4,507-62.8% | $4,887-65.7% |