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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 | $48,731 | $53,596-9.1% | $90,657-46.2% | $64,173-24.1% |
| Participation rate | 66.7% | 64.5%+2.2pp | 74.0%-7.4pp | 69.6%-2.9pp |
| Annual return | -6.89% | 4.41%-11.3pp | 1.89%-8.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,314 | $1,503-12.6% | $2,532-48.1% | $2,381-44.8% |
| Participant deferral / active EE | $3,119 | $2,459+26.9% | $3,424-8.9% | $3,470-10.1% |
| Admin fee / account holder | $1,207 | $3,868-68.8% | $4,994-75.8% | $4,887-75.3% |