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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 | $50,908 | $54,162-6.0% | $68,612-25.8% | $64,173-20.7% |
| Participation rate | 58.3% | 68.1%-9.7pp | 72.2%-13.9pp | 69.6%-11.2pp |
| Annual return | -5.87% | -1.62%-4.2pp | -4.63%-1.2pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,485 | $1,846-19.5% | $2,625-43.4% | $2,381-37.6% |
| Participant deferral / active EE | $2,495 | $2,626-5.0% | $3,311-24.6% | $3,470-28.1% |
| Admin fee / account holder | $3,366 | $4,029-16.4% | $5,131-34.4% | $4,887-31.1% |