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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 | $66,232 | $52,836+25.4% | $105,738-37.4% | $64,181+3.2% |
| Participation rate | 65.7% | 66.5%-0.8pp | 76.3%-10.6pp | 69.6%-3.9pp |
| Annual return | -4.38% | 14.30%-18.7pp | 6.27%-10.7pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,099 | $1,827+14.9% | $3,268-35.8% | $2,381-11.8% |
| Participant deferral / active EE | $4,980 | $2,545+95.6% | $4,080+22.1% | $3,470+43.5% |
| Admin fee / account holder | $26,685 | $3,959+574.1% | $6,913+286.0% | $4,887+446.0% |