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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 | $62,291 | $62,583-0.5% | $76,767-18.9% | $64,173-2.9% |
| Participation rate | 37.8% | 72.8%-35.0pp | 77.0%-39.1pp | 69.6%-31.7pp |
| Annual return | -5.84% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $511 | $1,832-72.1% | $2,485-79.4% | $2,381-78.5% |
| Participant deferral / active EE | $1,830 | $3,145-41.8% | $3,852-52.5% | $3,470-47.3% |
| Admin fee / account holder | $722 | $4,667-84.5% | $6,675-89.2% | $4,887-85.2% |