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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 | $70,216 | $43,344+62.0% | $59,899+17.2% | $64,173+9.4% |
| Participation rate | 65.5% | 69.2%-3.6pp | 74.7%-9.2pp | 69.6%-4.1pp |
| Annual return | -3.22% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,056 | $2,030-48.0% | $2,723-61.2% | $2,381-55.7% |
| Participant deferral / active EE | $2,001 | $2,547-21.5% | $3,402-41.2% | $3,470-42.3% |
| Admin fee / account holder | $9,995 | $3,008+232.3% | $3,592+178.2% | $4,887+104.5% |