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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 | $55,104 | $71,878-23.3% | $86,698-36.4% | $68,486-19.5% |
| Participation rate | 62.1% | 72.2%-10.1pp | 76.6%-14.5pp | 67.9%-5.8pp |
| Annual return | -3.39% | 3.53%-6.9pp | 35.95%-39.3pp | -7.85%+4.5pp |
| Employer contribution / active EE | $2,105 | $2,173-3.1% | $2,837-25.8% | $2,597-18.9% |
| Participant deferral / active EE | $4,146 | $3,779+9.7% | $4,656-10.9% | $4,028+3.0% |
| Admin fee / account holder | $2,236 | $6,113-63.4% | $7,493-70.2% | $5,404-58.6% |