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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 | $46,040 | $64,173-28.3% | $80,826-43.0% | $64,173-28.3% |
| Participation rate | 68.0% | 69.6%-1.6pp | 84.0%-16.0pp | 69.6%-1.6pp |
| Annual return | -7.68% | 7.63%-15.3pp | -5.98%-1.7pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,087 | $2,381-12.3% | $1,648+26.6% | $2,381-12.3% |
| Participant deferral / active EE | $5,201 | $3,470+49.9% | $3,957+31.4% | $3,470+49.9% |
| Admin fee / account holder | $1,509 | $4,887-69.1% | $3,221-53.2% | $4,887-69.1% |