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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 | $86,226 | $62,589+37.8% | $76,768+12.3% | $64,173+34.4% |
| Participation rate | 69.4% | 72.8%-3.4pp | 77.0%-7.5pp | 69.6%-0.1pp |
| Annual return | -4.91% | -1.95%-3.0pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $880 | $1,832-52.0% | $2,485-64.6% | $2,381-63.1% |
| Participant deferral / active EE | $2,289 | $3,145-27.2% | $3,852-40.6% | $3,470-34.0% |
| Admin fee / account holder | $5,146 | $4,667+10.3% | $6,675-22.9% | $4,887+5.3% |