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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 | $60,331 | $53,596+12.6% | $90,657-33.5% | $64,173-6.0% |
| Participation rate | 55.2% | 64.5%-9.3pp | 74.0%-18.8pp | 69.6%-14.3pp |
| Annual return | -4.16% | 4.41%-8.6pp | 1.89%-6.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,550 | $1,503+3.1% | $2,532-38.8% | $2,381-34.9% |
| Participant deferral / active EE | $2,663 | $2,459+8.3% | $3,424-22.2% | $3,470-23.3% |
| Admin fee / account holder | $715 | $3,868-81.5% | $4,994-85.7% | $4,887-85.4% |