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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 | $86,326 | $81,840+5.5% | $63,412+36.1% | $125,388-31.2% |
| Participation rate | 66.7% | 73.0%-6.4pp | 67.1%-0.4pp | 83.2%-16.5pp |
| Annual return | 1.23% | -0.10%+1.3pp | 4.04%-2.8pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,676 | $2,377-29.5% | $1,814-7.6% | $4,866-65.6% |
| Participant deferral / active EE | $5,351 | $3,064+74.6% | $2,496+114.4% | $5,3520% |
| Admin fee / account holder | $1,330 | $4,951-73.1% | $3,753-64.6% | $9,541-86.1% |