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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 | $78,134 | $49,280+58.6% | $67,313+16.1% | $64,173+21.8% |
| Participation rate | 57.3% | 60.8%-3.5pp | 69.1%-11.7pp | 69.6%-12.2pp |
| Annual return | -4.63% | -1.39%-3.2pp | -4.08%-0.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $936 | $1,668-43.9% | $2,566-63.5% | $2,381-60.7% |
| Participant deferral / active EE | $3,945 | $2,484+58.8% | $3,568+10.6% | $3,470+13.7% |
| Admin fee / account holder | $5,696 | $3,863+47.5% | $4,507+26.4% | $4,887+16.5% |