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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 | $97,584 | $59,813+63.1% | $79,580+22.6% | $68,486+42.5% |
| Participation rate | 54.9% | 61.1%-6.2pp | 69.5%-14.6pp | 67.9%-13.0pp |
| Annual return | -15.15% | -12.30%-2.8pp | 0.15%-15.3pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,403 | $1,505-6.8% | $2,413-41.8% | $2,597-45.9% |
| Participant deferral / active EE | $4,760 | $3,024+57.4% | $3,985+19.4% | $4,028+18.2% |
| Admin fee / account holder | $1,221 | $4,835-74.7% | $6,835-82.1% | $5,404-77.4% |