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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 | $57,262 | $43,333+32.1% | $59,883-4.4% | $64,181-10.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 74.7%-24.7pp | 69.6%-19.6pp |
| Annual return | -3.55% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,050 | $2,029-48.2% | $2,722-61.4% | $2,381-55.9% |
| Participant deferral / active EE | $1,730 | $2,547-32.1% | $3,402-49.1% | $3,470-50.1% |
| Admin fee / account holder | $797 | $3,006-73.5% | $3,591-77.8% | $4,887-83.7% |