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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 | $73,758 | $71,872+2.6% | $86,691-14.9% | $68,495+7.7% |
| Participation rate | 51.9% | 72.2%-20.4pp | 76.6%-24.7pp | 67.9%-16.0pp |
| Annual return | -17.09% | 3.53%-20.6pp | 35.94%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $833 | $2,173-61.6% | $2,837-70.6% | $2,596-67.9% |
| Participant deferral / active EE | $4,365 | $3,779+15.5% | $4,656-6.2% | $4,028+8.4% |
| Admin fee / account holder | $4,622 | $6,112-24.4% | $7,492-38.3% | $5,403-14.5% |