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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 | $80,783 | $61,660+31.0% | $80,022+1.0% | $64,173+25.9% |
| Participation rate | 61.5% | 71.7%-10.2pp | 75.8%-14.3pp | 69.6%-8.0pp |
| Annual return | -7.17% | -0.33%-6.8pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,318 | $1,810+28.1% | $2,468-6.1% | $2,381-2.6% |
| Participant deferral / active EE | $3,990 | $2,968+34.5% | $3,686+8.3% | $3,470+15.0% |
| Admin fee / account holder | $3,242 | $5,417-40.2% | $6,521-50.3% | $4,887-33.7% |