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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 | $73,797 | $62,583+17.9% | $76,767-3.9% | $64,173+15.0% |
| Participation rate | 54.2% | 72.8%-18.7pp | 77.0%-22.8pp | 69.6%-15.4pp |
| Annual return | -5.23% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $674 | $1,832-63.2% | $2,485-72.9% | $2,381-71.7% |
| Participant deferral / active EE | $2,165 | $3,145-31.1% | $3,852-43.8% | $3,470-37.6% |
| Admin fee / account holder | $2,215 | $4,667-52.5% | $6,675-66.8% | $4,887-54.7% |