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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 | $51,694 | $58,587-11.8% | $83,322-38.0% | $64,173-19.4% |
| Participation rate | 66.2% | 72.0%-5.8pp | 77.8%-11.6pp | 69.6%-3.4pp |
| Annual return | -5.77% | 9.65%-15.4pp | 10.64%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $814 | $2,098-61.2% | $3,379-75.9% | $2,381-65.8% |
| Participant deferral / active EE | $2,666 | $4,654-42.7% | $5,565-52.1% | $3,470-23.2% |
| Admin fee / account holder | $6,049 | $9,279-34.8% | $7,540-19.8% | $4,887+23.8% |