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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 | $74,102 | $62,586+18.4% | $76,766-3.5% | $64,181+15.5% |
| Participation rate | 68.5% | 72.8%-4.3pp | 77.0%-8.5pp | 69.6%-1.1pp |
| Annual return | -6.31% | -1.95%-4.4pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,525 | $1,832-16.8% | $2,485-38.6% | $2,381-36.0% |
| Participant deferral / active EE | $4,820 | $3,145+53.3% | $3,851+25.1% | $3,470+38.9% |
| Admin fee / account holder | $2,188 | $4,667-53.1% | $6,675-67.2% | $4,887-55.2% |