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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 | $69,234 | $48,267+43.4% | $68,794+0.6% | $68,495+1.1% |
| Participation rate | 61.5% | 60.7%+0.9pp | 69.0%-7.5pp | 67.9%-6.4pp |
| Annual return | -18.42% | -12.70%-5.7pp | -6.37%-12.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,363 | $1,829+29.2% | $2,656-11.0% | $2,596-9.0% |
| Participant deferral / active EE | $5,315 | $2,867+85.4% | $3,941+34.8% | $4,028+32.0% |
| Admin fee / account holder | $7,447 | $4,362+70.7% | $4,934+50.9% | $5,403+37.8% |