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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 | $68,433 | $49,280+38.9% | $67,313+1.7% | $64,173+6.6% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.1%-13.5pp | 69.6%-14.0pp |
| Annual return | -7.03% | -1.39%-5.6pp | -4.08%-2.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,027 | $1,668+21.5% | $2,566-21.0% | $2,381-14.9% |
| Participant deferral / active EE | $5,338 | $2,484+114.9% | $3,568+49.6% | $3,470+53.9% |
| Admin fee / account holder | $5,582 | $3,863+44.5% | $4,507+23.9% | $4,887+14.2% |