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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 | $50,733 | $54,162-6.3% | $68,612-26.1% | $64,173-20.9% |
| Participation rate | 42.3% | 68.1%-25.7pp | 72.2%-29.9pp | 69.6%-27.3pp |
| Annual return | -4.10% | -1.62%-2.5pp | -4.63%+0.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,327 | $1,846+26.0% | $2,625-11.4% | $2,381-2.3% |
| Participant deferral / active EE | $4,678 | $2,626+78.1% | $3,311+41.3% | $3,470+34.8% |
| Admin fee / account holder | $2,268 | $4,029-43.7% | $5,131-55.8% | $4,887-53.6% |