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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 | $138,314 | $54,162+155.4% | $68,612+101.6% | $64,173+115.5% |
| Participation rate | 53.3% | 68.1%-14.7pp | 72.2%-18.9pp | 69.6%-16.2pp |
| Annual return | -4.39% | -1.62%-2.8pp | -4.63%+0.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,667 | $1,846-9.7% | $2,625-36.5% | $2,381-30.0% |
| Participant deferral / active EE | $2,081 | $2,626-20.8% | $3,311-37.1% | $3,470-40.0% |
| Admin fee / account holder | $3,242 | $4,029-19.5% | $5,131-36.8% | $4,887-33.7% |