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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 | $71,720 | $59,834+19.9% | $79,576-9.9% | $68,495+4.7% |
| Participation rate | 59.3% | 61.1%-1.8pp | 69.5%-10.2pp | 67.9%-8.6pp |
| Annual return | -0.96% | -12.30%+11.3pp | 0.15%-1.1pp | -7.84%+6.9pp |
| Employer contribution / active EE | $1,389 | $1,505-7.7% | $2,413-42.4% | $2,596-46.5% |
| Participant deferral / active EE | $4,786 | $3,024+58.2% | $3,985+20.1% | $4,028+18.8% |
| Admin fee / account holder | $2,012 | $4,835-58.4% | $6,834-70.6% | $5,403-62.8% |