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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 | $46,210 | $43,344+6.6% | $59,899-22.9% | $64,173-28.0% |
| Participation rate | 55.2% | 69.2%-14.0pp | 74.7%-19.5pp | 69.6%-14.4pp |
| Annual return | -4.73% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,349 | $2,030-33.5% | $2,723-50.5% | $2,381-43.3% |
| Participant deferral / active EE | $1,955 | $2,547-23.3% | $3,402-42.5% | $3,470-43.7% |
| Admin fee / account holder | $1,651 | $3,008-45.1% | $3,592-54.0% | $4,887-66.2% |