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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 | $53,494 | $50,947+5.0% | $74,551-28.2% | $64,173-16.6% |
| Participation rate | 43.9% | 61.1%-17.2pp | 69.1%-25.3pp | 69.6%-25.7pp |
| Annual return | -1.79% | -1.85%+0.1pp | 32.53%-34.3pp | 7.63%-9.4pp |
| Employer contribution / active EE | $1,019 | $1,115-8.7% | $1,961-48.0% | $2,381-57.2% |
| Participant deferral / active EE | $2,150 | $2,302-6.6% | $3,108-30.8% | $3,470-38.0% |
| Admin fee / account holder | $1,941 | $4,221-54.0% | $5,059-61.6% | $4,887-60.3% |