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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 | $50,778 | $62,586-18.9% | $76,766-33.9% | $64,181-20.9% |
| Participation rate | 64.5% | 72.8%-8.3pp | 77.0%-12.4pp | 69.6%-5.1pp |
| Annual return | -5.42% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,590 | $1,832-13.2% | $2,485-36.0% | $2,381-33.2% |
| Participant deferral / active EE | $2,359 | $3,145-25.0% | $3,851-38.7% | $3,470-32.0% |
| Admin fee / account holder | $1,782 | $4,667-61.8% | $6,675-73.3% | $4,887-63.5% |