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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 | $42,230 | $62,589-32.5% | $76,768-45.0% | $64,173-34.2% |
| Participation rate | 69.5% | 72.8%-3.3pp | 77.0%-7.5pp | 69.6%-0.1pp |
| Annual return | -4.03% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,537 | $1,832-16.1% | $2,485-38.1% | $2,381-35.4% |
| Participant deferral / active EE | $5,030 | $3,145+59.9% | $3,852+30.6% | $3,470+45.0% |
| Admin fee / account holder | $7,861 | $4,667+68.4% | $6,675+17.8% | $4,887+60.8% |