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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 | $63,830 | $61,660+3.5% | $80,022-20.2% | $64,173-0.5% |
| Participation rate | 64.2% | 71.7%-7.5pp | 75.8%-11.6pp | 69.6%-5.4pp |
| Annual return | -6.11% | -0.33%-5.8pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $749 | $1,810-58.6% | $2,468-69.6% | $2,381-68.5% |
| Participant deferral / active EE | $2,151 | $2,968-27.5% | $3,686-41.6% | $3,470-38.0% |
| Admin fee / account holder | $1,112 | $5,417-79.5% | $6,521-83.0% | $4,887-77.3% |