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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 | $75,621 | $62,589+20.8% | $76,768-1.5% | $64,173+17.8% |
| Participation rate | 45.7% | 72.8%-27.1pp | 77.0%-31.3pp | 69.6%-23.9pp |
| Annual return | -3.04% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,016 | $1,832-44.6% | $2,485-59.1% | $2,381-57.3% |
| Participant deferral / active EE | $1,783 | $3,145-43.3% | $3,852-53.7% | $3,470-48.6% |
| Admin fee / account holder | $3,869 | $4,667-17.1% | $6,675-42.0% | $4,887-20.8% |