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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 | $68,763 | $49,280+39.5% | $67,313+2.2% | $64,173+7.2% |
| Participation rate | 58.3% | 60.8%-2.5pp | 69.1%-10.7pp | 69.6%-11.2pp |
| Annual return | 0.46% | -1.39%+1.9pp | -4.08%+4.5pp | 7.63%-7.2pp |
| Employer contribution / active EE | $542 | $1,668-67.5% | $2,566-78.9% | $2,381-77.2% |
| Participant deferral / active EE | $3,215 | $2,484+29.4% | $3,568-9.9% | $3,470-7.4% |
| Admin fee / account holder | $889 | $3,863-77.0% | $4,507-80.3% | $4,887-81.8% |