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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 | $46,088 | $62,583-26.4% | $76,767-40.0% | $64,173-28.2% |
| Participation rate | 66.2% | 72.8%-6.6pp | 77.0%-10.8pp | 69.6%-3.4pp |
| Annual return | -7.14% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,241 | $1,832+22.3% | $2,485-9.8% | $2,381-5.9% |
| Participant deferral / active EE | $4,658 | $3,145+48.1% | $3,852+20.9% | $3,470+34.2% |
| Admin fee / account holder | $412 | $4,667-91.2% | $6,675-93.8% | $4,887-91.6% |