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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 | $83,571 | $62,586+33.5% | $76,766+8.9% | $64,181+30.2% |
| Participation rate | 69.2% | 72.8%-3.6pp | 77.0%-7.7pp | 69.6%-0.3pp |
| Annual return | -2.71% | -1.95%-0.8pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $477 | $1,832-74.0% | $2,485-80.8% | $2,381-80.0% |
| Participant deferral / active EE | $4,698 | $3,145+49.4% | $3,851+22.0% | $3,470+35.4% |
| Admin fee / account holder | $1,504 | $4,667-67.8% | $6,675-77.5% | $4,887-69.2% |