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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 | $103,377 | $54,162+90.9% | $68,612+50.7% | $64,173+61.1% |
| Participation rate | 68.9% | 68.1%+0.8pp | 72.2%-3.3pp | 69.6%-0.7pp |
| Annual return | -4.93% | -1.62%-3.3pp | -4.63%-0.3pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,038 | $1,846-43.8% | $2,625-60.4% | $2,381-56.4% |
| Participant deferral / active EE | $2,943 | $2,626+12.0% | $3,311-11.1% | $3,470-15.2% |
| Admin fee / account holder | $8,441 | $4,029+109.5% | $5,131+64.5% | $4,887+72.7% |