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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 | $79,523 | $49,280+61.4% | $67,313+18.1% | $64,173+23.9% |
| Participation rate | 61.5% | 60.8%+0.8pp | 69.1%-7.5pp | 69.6%-8.0pp |
| Annual return | -4.08% | -1.39%-2.7pp | -4.08%0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $736 | $1,668-55.9% | $2,566-71.3% | $2,381-69.1% |
| Participant deferral / active EE | $2,413 | $2,484-2.9% | $3,568-32.4% | $3,470-30.4% |
| Admin fee / account holder | $18,680 | $3,863+383.6% | $4,507+314.5% | $4,887+282.2% |