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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 | $77,523 | $45,872+69.0% | $77,100+0.5% | $68,490+13.2% |
| Participation rate | 60.6% | 55.9%+4.7pp | 67.9%-7.3pp | 67.9%-7.3pp |
| Annual return | -16.35% | 1.73%-18.1pp | 42.35%-58.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $281 | $1,650-82.9% | $2,815-90.0% | $2,597-89.2% |
| Participant deferral / active EE | $5,268 | $2,963+77.8% | $4,430+18.9% | $4,028+30.8% |
| Admin fee / account holder | $2,715 | $3,041-10.7% | $5,443-50.1% | $5,403-49.8% |