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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 | $68,460 | $49,280+38.9% | $67,313+1.7% | $64,173+6.7% |
| Participation rate | 35.7% | 60.8%-25.1pp | 69.1%-33.4pp | 69.6%-33.9pp |
| Annual return | -5.59% | -1.39%-4.2pp | -4.08%-1.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $626 | $1,668-62.5% | $2,566-75.6% | $2,381-73.7% |
| Participant deferral / active EE | $1,938 | $2,484-22.0% | $3,568-45.7% | $3,470-44.2% |
| Admin fee / account holder | $2,521 | $3,863-34.7% | $4,507-44.1% | $4,887-48.4% |