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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 | $80,506 | $43,338+85.8% | $59,887+34.4% | $64,173+25.5% |
| Participation rate | 67.6% | 69.2%-1.6pp | 74.7%-7.1pp | 69.6%-2.0pp |
| Annual return | -5.60% | -1.55%-4.1pp | 3.46%-9.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $889 | $2,030-56.2% | $2,722-67.3% | $2,381-62.7% |
| Participant deferral / active EE | $3,259 | $2,547+27.9% | $3,402-4.2% | $3,470-6.1% |
| Admin fee / account holder | $1,187 | $3,007-60.5% | $3,591-66.9% | $4,887-75.7% |