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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 | $59,143 | $43,344+36.4% | $59,899-1.3% | $64,173-7.8% |
| Participation rate | 68.0% | 69.2%-1.2pp | 74.7%-6.7pp | 69.6%-1.6pp |
| Annual return | -4.42% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,642 | $2,030+79.5% | $2,723+33.8% | $2,381+53.0% |
| Participant deferral / active EE | $5,227 | $2,547+105.2% | $3,402+53.6% | $3,470+50.6% |
| Admin fee / account holder | $18,022 | $3,008+499.1% | $3,592+401.7% | $4,887+268.7% |