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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 | $59,212 | $59,834-1.0% | $79,576-25.6% | $68,495-13.6% |
| Participation rate | 67.6% | 61.1%+6.6pp | 69.5%-1.8pp | 67.9%-0.2pp |
| Annual return | -17.19% | -12.30%-4.9pp | 0.15%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $431 | $1,505-71.4% | $2,413-82.2% | $2,596-83.4% |
| Participant deferral / active EE | $3,912 | $3,024+29.3% | $3,985-1.8% | $4,028-2.9% |
| Admin fee / account holder | $15,793 | $4,835+226.6% | $6,834+131.1% | $5,403+192.3% |