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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 | $36,590 | $64,176-43.0% | $112,249-67.4% | $66,938-45.3% |
| Participation rate | 63.6% | 68.4%-4.9pp | 75.1%-11.5pp | 69.8%-6.3pp |
| Annual return | 0.40% | -13.80%+14.2pp | 27.48%-27.1pp | 1.58%-1.2pp |
| Employer contribution / active EE | $2,944 | $3,007-2.1% | $3,636-19.0% | $2,545+15.7% |
| Participant deferral / active EE | $4,603 | $3,694+24.6% | $4,729-2.7% | $4,238+8.6% |
| Admin fee / account holder | $1,271 | $626+103.1% | $6,412-80.2% | $594+114.2% |