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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 | $72,280 | $49,280+46.7% | $67,313+7.4% | $64,173+12.6% |
| Participation rate | 67.7% | 60.8%+7.0pp | 69.1%-1.3pp | 69.6%-1.8pp |
| Annual return | -4.94% | -1.39%-3.5pp | -4.08%-0.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,091 | $1,668-34.6% | $2,566-57.5% | $2,381-54.2% |
| Participant deferral / active EE | $3,503 | $2,484+41.0% | $3,568-1.8% | $3,470+0.9% |
| Admin fee / account holder | $2,487 | $3,863-35.6% | $4,507-44.8% | $4,887-49.1% |