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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 | $67,283 | $62,586+7.5% | $76,766-12.4% | $64,181+4.8% |
| Participation rate | 65.2% | 72.8%-7.6pp | 77.0%-11.7pp | 69.6%-4.4pp |
| Annual return | -3.67% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $625 | $1,832-65.9% | $2,485-74.8% | $2,381-73.7% |
| Participant deferral / active EE | $3,558 | $3,145+13.2% | $3,851-7.6% | $3,470+2.6% |
| Admin fee / account holder | $3,832 | $4,667-17.9% | $6,675-42.6% | $4,887-21.6% |