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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 | $63,427 | $54,162+17.1% | $68,612-7.6% | $64,173-1.2% |
| Participation rate | 36.7% | 68.1%-31.4pp | 72.2%-35.6pp | 69.6%-32.9pp |
| Annual return | -7.18% | -1.62%-5.6pp | -4.63%-2.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,047 | $1,846-43.3% | $2,625-60.1% | $2,381-56.0% |
| Participant deferral / active EE | $2,260 | $2,626-14.0% | $3,311-31.8% | $3,470-34.9% |
| Admin fee / account holder | $824 | $4,029-79.5% | $5,131-83.9% | $4,887-83.1% |