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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 | $59,611 | $62,586-4.8% | $76,766-22.3% | $64,181-7.1% |
| Participation rate | 66.2% | 72.8%-6.6pp | 77.0%-10.8pp | 69.6%-3.4pp |
| Annual return | -6.27% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $414 | $1,832-77.4% | $2,485-83.3% | $2,381-82.6% |
| Participant deferral / active EE | $2,567 | $3,145-18.4% | $3,851-33.3% | $3,470-26.0% |
| Admin fee / account holder | $3,032 | $4,667-35.0% | $6,675-54.6% | $4,887-38.0% |