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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 | $51,783 | $81,840-36.7% | $63,412-18.3% | $125,389-58.7% |
| Participation rate | 69.2% | 73.0%-3.8pp | 67.1%+2.1pp | 83.2%-14.0pp |
| Annual return | -1.43% | -0.10%-1.3pp | 4.04%-5.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $551 | $2,377-76.8% | $1,814-69.6% | $4,866-88.7% |
| Participant deferral / active EE | $3,202 | $3,064+4.5% | $2,496+28.3% | $5,352-40.2% |
| Admin fee / account holder | $1,008 | $4,951-79.6% | $3,753-73.2% | $9,541-89.4% |