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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 | $54,401 | $54,162+0.4% | $68,612-20.7% | $64,173-15.2% |
| Participation rate | 52.5% | 68.1%-15.5pp | 72.2%-19.7pp | 69.6%-17.0pp |
| Annual return | -3.22% | -1.62%-1.6pp | -4.63%+1.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,146 | $1,846+16.2% | $2,625-18.3% | $2,381-9.9% |
| Participant deferral / active EE | $3,142 | $2,626+19.6% | $3,311-5.1% | $3,470-9.5% |
| Admin fee / account holder | $1,415 | $4,029-64.9% | $5,131-72.4% | $4,887-71.0% |