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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 | $87,988 | $59,813+47.1% | $79,580+10.6% | $68,486+28.5% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.5%-9.5pp | 67.9%-7.9pp |
| Annual return | -16.70% | -12.30%-4.4pp | 0.15%-16.9pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,493 | $1,505-0.8% | $2,413-38.1% | $2,597-42.5% |
| Participant deferral / active EE | $4,949 | $3,024+63.6% | $3,985+24.2% | $4,028+22.9% |
| Admin fee / account holder | $4,019 | $4,835-16.9% | $6,835-41.2% | $5,404-25.6% |