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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 | $79,604 | $50,958+56.2% | $74,552+6.8% | $64,181+24.0% |
| Participation rate | 69.8% | 61.1%+8.7pp | 69.1%+0.6pp | 69.6%+0.2pp |
| Annual return | -4.13% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,796 | $1,115+61.0% | $1,961-8.4% | $2,381-24.6% |
| Participant deferral / active EE | $4,362 | $2,301+89.5% | $3,108+40.3% | $3,470+25.7% |
| Admin fee / account holder | $2,834 | $4,223-32.9% | $5,060-44.0% | $4,887-42.0% |