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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 | $68,105 | $58,587+16.2% | $83,322-18.3% | $64,173+6.1% |
| Participation rate | 56.8% | 72.0%-15.2pp | 77.8%-20.9pp | 69.6%-12.8pp |
| Annual return | -6.50% | 9.65%-16.2pp | 10.64%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $286 | $2,098-86.4% | $3,379-91.5% | $2,381-88.0% |
| Participant deferral / active EE | $3,809 | $4,654-18.2% | $5,565-31.5% | $3,470+9.8% |
| Admin fee / account holder | $10,147 | $9,279+9.4% | $7,540+34.6% | $4,887+107.6% |