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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 | $71,672 | $59,819+19.8% | $79,583-9.9% | $68,490+4.6% |
| Participation rate | 67.3% | 61.1%+6.2pp | 69.5%-2.2pp | 67.9%-0.6pp |
| Annual return | -16.26% | -12.30%-4.0pp | 0.16%-16.4pp | -7.85%-8.4pp |
| Employer contribution / active EE | $979 | $1,505-35.0% | $2,414-59.4% | $2,597-62.3% |
| Participant deferral / active EE | $4,118 | $3,025+36.1% | $3,986+3.3% | $4,028+2.2% |
| Admin fee / account holder | $924 | $4,835-80.9% | $6,835-86.5% | $5,403-82.9% |