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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 | $33,703 | $50,947-33.8% | $74,549-54.8% | $64,173-47.5% |
| Participation rate | 66.0% | 61.1%+4.9pp | 69.1%-3.2pp | 69.6%-3.6pp |
| Annual return | -5.09% | -1.85%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,165 | $1,115+94.1% | $1,961+10.4% | $2,381-9.1% |
| Participant deferral / active EE | $2,603 | $2,302+13.1% | $3,108-16.2% | $3,470-25.0% |
| Admin fee / account holder | $2,295 | $4,221-45.6% | $5,059-54.6% | $4,887-53.0% |