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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 | $82,343 | $40,264+104.5% | $57,349+43.6% | $59,633+38.1% |
| Participation rate | 60.7% | 69.2%-8.4pp | 75.1%-14.4pp | 68.7%-8.0pp |
| Annual return | -0.93% | 27.51%-28.4pp | 24.40%-25.3pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $2,466 | $1,922+28.3% | $2,689-8.3% | $2,203+11.9% |
| Participant deferral / active EE | $5,091 | $2,400+112.1% | $3,162+61.0% | $3,192+59.5% |
| Admin fee / account holder | $330 | $2,819-88.3% | $3,356-90.2% | $4,297-92.3% |