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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 | $84,862 | $65,703+29.2% | $94,228-9.9% | $59,633+42.3% |
| Participation rate | 60.0% | 72.1%-12.1pp | 78.8%-18.8pp | 68.7%-8.7pp |
| Annual return | -1.38% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $1,399 | $2,021-30.7% | $3,587-61.0% | $2,203-36.5% |
| Participant deferral / active EE | $3,352 | $3,143+6.7% | $4,320-22.4% | $3,192+5.0% |
| Admin fee / account holder | $2,688 | $4,264-37.0% | $6,269-57.1% | $4,297-37.4% |