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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 | $99,540 | $50,947+95.4% | $74,551+33.5% | $64,173+55.1% |
| Participation rate | 62.1% | 61.1%+1.0pp | 69.1%-7.1pp | 69.6%-7.5pp |
| Annual return | -5.41% | -1.85%-3.6pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,348 | $1,115+20.9% | $1,961-31.2% | $2,381-43.4% |
| Participant deferral / active EE | $3,055 | $2,302+32.7% | $3,108-1.7% | $3,470-12.0% |
| Admin fee / account holder | $4,318 | $4,221+2.3% | $5,059-14.7% | $4,887-11.7% |