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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 | $32,164 | $48,267-33.4% | $68,808-53.3% | $68,486-53.0% |
| Participation rate | 59.5% | 60.7%-1.2pp | 69.0%-9.5pp | 67.9%-8.4pp |
| Annual return | -17.35% | -12.70%-4.7pp | -6.37%-11.0pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,260 | $1,829+23.6% | $2,656-14.9% | $2,597-13.0% |
| Participant deferral / active EE | $3,722 | $2,867+29.8% | $3,942-5.6% | $4,028-7.6% |
| Admin fee / account holder | $10,061 | $4,362+130.6% | $4,936+103.8% | $5,404+86.2% |