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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 | $68,207 | $50,958+33.8% | $74,552-8.5% | $64,181+6.3% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.1%-1.6pp | 69.6%-2.0pp |
| Annual return | -4.67% | -1.86%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $930 | $1,115-16.6% | $1,961-52.6% | $2,381-60.9% |
| Participant deferral / active EE | $3,562 | $2,301+54.8% | $3,108+14.6% | $3,470+2.7% |
| Admin fee / account holder | $7,084 | $4,223+67.8% | $5,060+40.0% | $4,887+44.9% |