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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 | $66,766 | $52,678+26.7% | $75,784-11.9% | $59,633+12.0% |
| Participation rate | 69.0% | 67.2%+1.8pp | 75.8%-6.8pp | 68.7%+0.4pp |
| Annual return | -0.44% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,715 | $2,193-21.8% | $3,323-48.4% | $2,203-22.1% |
| Participant deferral / active EE | $3,030 | $2,591+17.0% | $3,652-17.0% | $3,192-5.1% |
| Admin fee / account holder | $924 | $3,610-74.4% | $5,300-82.6% | $4,297-78.5% |