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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 | $72,609 | $56,484+28.5% | $169,452-57.2% | $64,173+13.1% |
| Participation rate | 57.9% | 64.5%-6.7pp | 77.8%-19.9pp | 69.6%-11.7pp |
| Annual return | -4.10% | -1.55%-2.5pp | 1.83%-5.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,352 | $1,832-26.2% | $4,157-67.5% | $2,381-43.2% |
| Participant deferral / active EE | $3,338 | $3,448-3.2% | $5,277-36.8% | $3,470-3.8% |
| Admin fee / account holder | $7,859 | $4,174+88.3% | $9,110-13.7% | $4,887+60.8% |