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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 | $71,083 | $45,438+56.4% | $80,004-11.2% | $59,633+19.2% |
| Participation rate | 58.5% | 63.7%-5.2pp | 73.0%-14.5pp | 68.7%-10.2pp |
| Annual return | -0.82% | 5.10%-5.9pp | 7.63%-8.5pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $454 | $1,236-63.2% | $2,473-81.6% | $2,203-79.4% |
| Participant deferral / active EE | $2,659 | $2,231+19.2% | $3,204-17.0% | $3,192-16.7% |
| Admin fee / account holder | $2,859 | $3,464-17.5% | $5,033-43.2% | $4,297-33.5% |