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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 | $35,543 | $49,280-27.9% | $67,313-47.2% | $64,173-44.6% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.1%-2.4pp | 69.6%-2.9pp |
| Annual return | -5.93% | -1.39%-4.5pp | -4.08%-1.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,872 | $1,668+12.2% | $2,566-27.0% | $2,381-21.4% |
| Participant deferral / active EE | $2,915 | $2,484+17.4% | $3,568-18.3% | $3,470-16.0% |
| Admin fee / account holder | $2,028 | $3,863-47.5% | $4,507-55.0% | $4,887-58.5% |