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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 | $52,073 | $50,947+2.2% | $74,549-30.1% | $64,173-18.9% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -2.29% | -1.85%-0.4pp | 32.53%-34.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $644 | $1,115-42.3% | $1,961-67.2% | $2,381-73.0% |
| Participant deferral / active EE | $1,872 | $2,302-18.6% | $3,108-39.8% | $3,470-46.0% |
| Admin fee / account holder | $4,680 | $4,221+10.9% | $5,059-7.5% | $4,887-4.2% |