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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 | $68,638 | $49,280+39.3% | $67,313+2.0% | $64,173+7.0% |
| Participation rate | 64.0% | 60.8%+3.2pp | 69.1%-5.1pp | 69.6%-5.6pp |
| Annual return | -4.37% | -1.39%-3.0pp | -4.08%-0.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $793 | $1,668-52.5% | $2,566-69.1% | $2,381-66.7% |
| Participant deferral / active EE | $1,448 | $2,484-41.7% | $3,568-59.4% | $3,470-58.3% |
| Admin fee / account holder | $6,386 | $3,863+65.3% | $4,507+41.7% | $4,887+30.7% |