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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 | $59,526 | $54,380+9.5% | $68,509-13.1% | $59,633-0.2% |
| Participation rate | 60.5% | 70.2%-9.7pp | 74.7%-14.2pp | 68.7%-8.1pp |
| Annual return | -0.72% | 2.83%-3.6pp | 8.27%-9.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,562 | $1,539+1.6% | $2,278-31.4% | $2,203-29.1% |
| Participant deferral / active EE | $2,794 | $2,643+5.7% | $3,382-17.4% | $3,192-12.4% |
| Admin fee / account holder | $1,472 | $3,885-62.1% | $5,275-72.1% | $4,297-65.7% |