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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 | $63,526 | $45,438+39.8% | $80,004-20.6% | $59,633+6.5% |
| Participation rate | 67.6% | 63.7%+3.8pp | 73.0%-5.4pp | 68.7%-1.1pp |
| Annual return | -0.88% | 5.10%-6.0pp | 7.63%-8.5pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $3,562 | $1,236+188.2% | $2,473+44.1% | $2,203+61.7% |
| Participant deferral / active EE | $4,443 | $2,231+99.2% | $3,204+38.7% | $3,192+39.2% |
| Admin fee / account holder | $6,963 | $3,464+101.0% | $5,033+38.3% | $4,297+62.0% |