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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 | $26,498 | $50,947-48.0% | $74,549-64.5% | $64,173-58.7% |
| Participation rate | 68.1% | 61.1%+7.0pp | 69.1%-1.1pp | 69.6%-1.5pp |
| Annual return | -6.29% | -1.85%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,798 | $1,115+61.2% | $1,961-8.3% | $2,381-24.5% |
| Participant deferral / active EE | $3,057 | $2,302+32.8% | $3,108-1.6% | $3,470-11.9% |
| Admin fee / account holder | $1,177 | $4,221-72.1% | $5,059-76.7% | $4,887-75.9% |