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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 | $72,716 | $62,586+16.2% | $76,766-5.3% | $64,181+13.3% |
| Participation rate | 62.3% | 72.8%-10.5pp | 77.0%-14.7pp | 69.6%-7.3pp |
| Annual return | -6.46% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,725 | $1,832-5.8% | $2,485-30.6% | $2,381-27.5% |
| Participant deferral / active EE | $4,363 | $3,145+38.7% | $3,851+13.3% | $3,470+25.7% |
| Admin fee / account holder | $7,303 | $4,667+56.5% | $6,675+9.4% | $4,887+49.4% |