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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 | $71,505 | $52,678+35.7% | $75,784-5.6% | $59,633+19.9% |
| Participation rate | 67.6% | 67.2%+0.4pp | 75.8%-8.2pp | 68.7%-1.0pp |
| Annual return | -0.51% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $653 | $2,193-70.2% | $3,323-80.3% | $2,203-70.3% |
| Participant deferral / active EE | $3,122 | $2,591+20.5% | $3,652-14.5% | $3,192-2.2% |
| Admin fee / account holder | $1,553 | $3,610-57.0% | $5,300-70.7% | $4,297-63.9% |