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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 | $60,247 | $50,947+18.3% | $74,551-19.2% | $64,173-6.1% |
| Participation rate | 58.1% | 61.1%-3.0pp | 69.1%-11.1pp | 69.6%-11.5pp |
| Annual return | -5.87% | -1.85%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,906 | $1,115+70.9% | $1,961-2.8% | $2,381-19.9% |
| Participant deferral / active EE | $4,394 | $2,302+90.9% | $3,108+41.4% | $3,470+26.6% |
| Admin fee / account holder | $1,670 | $4,221-60.4% | $5,059-67.0% | $4,887-65.8% |