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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 | $117,345 | $61,660+90.3% | $80,022+46.6% | $64,181+82.8% |
| Participation rate | 34.0% | 71.7%-37.7pp | 75.8%-41.9pp | 69.6%-35.6pp |
| Annual return | -1.96% | -0.33%-1.6pp | 11.22%-13.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $802 | $1,810-55.7% | $2,468-67.5% | $2,381-66.3% |
| Participant deferral / active EE | $1,720 | $2,968-42.0% | $3,686-53.3% | $3,470-50.4% |
| Admin fee / account holder | $5,337 | $5,417-1.5% | $6,521-18.2% | $4,887+9.2% |