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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 | $73,370 | $50,464+45.4% | $75,784-3.2% | $52,331+40.2% |
| Participation rate | 40.2% | 66.8%-26.6pp | 75.8%-35.7pp | 68.1%-27.9pp |
| Annual return | -0.28% | 1.03%-1.3pp | 9.68%-10.0pp | 4.54%-4.8pp |
| Employer contribution / active EE | $542 | $1,988-72.7% | $3,323-83.7% | $1,882-71.2% |
| Participant deferral / active EE | $1,634 | $2,570-36.4% | $3,652-55.3% | $3,022-45.9% |
| Admin fee / account holder | $2,079 | $1,103+88.5% | $5,300-60.8% | $592+251.5% |