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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 | $63,131 | $48,267+30.8% | $68,808-8.3% | $68,486-7.8% |
| Participation rate | 41.2% | 60.7%-19.5pp | 69.0%-27.8pp | 67.9%-26.7pp |
| Annual return | -17.93% | -12.70%-5.2pp | -6.37%-11.6pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,771 | $1,829+51.5% | $2,656+4.3% | $2,597+6.7% |
| Participant deferral / active EE | $4,323 | $2,867+50.8% | $3,942+9.7% | $4,028+7.3% |
| Admin fee / account holder | $619 | $4,362-85.8% | $4,936-87.5% | $5,404-88.5% |