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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 | $46,288 | $59,813-22.6% | $79,580-41.8% | $68,486-32.4% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.5%-9.5pp | 67.9%-7.9pp |
| Annual return | -17.65% | -12.30%-5.4pp | 0.15%-17.8pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,191 | $1,505+45.5% | $2,413-9.2% | $2,597-15.6% |
| Participant deferral / active EE | $4,046 | $3,024+33.8% | $3,985+1.5% | $4,028+0.4% |
| Admin fee / account holder | $689 | $4,835-85.7% | $6,835-89.9% | $5,404-87.2% |