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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 | $73,078 | $53,596+36.4% | $90,657-19.4% | $64,173+13.9% |
| Participation rate | 65.1% | 64.5%+0.6pp | 74.0%-8.9pp | 69.6%-4.5pp |
| Annual return | -6.12% | 4.41%-10.5pp | 1.89%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $944 | $1,503-37.2% | $2,532-62.7% | $2,381-60.3% |
| Participant deferral / active EE | $2,081 | $2,459-15.3% | $3,424-39.2% | $3,470-40.0% |
| Admin fee / account holder | $4,088 | $3,868+5.7% | $4,994-18.1% | $4,887-16.4% |