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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 | $54,611 | $62,583-12.7% | $76,767-28.9% | $64,173-14.9% |
| Participation rate | 58.8% | 72.8%-14.0pp | 77.0%-18.1pp | 69.6%-10.7pp |
| Annual return | -6.18% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,579 | $1,832-13.8% | $2,485-36.5% | $2,381-33.7% |
| Participant deferral / active EE | $2,432 | $3,145-22.7% | $3,852-36.9% | $3,470-29.9% |
| Admin fee / account holder | $502 | $4,667-89.3% | $6,675-92.5% | $4,887-89.7% |