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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 | $62,767 | $45,872+36.8% | $77,081-18.6% | $68,495-8.4% |
| Participation rate | 62.8% | 55.9%+6.9pp | 67.9%-5.1pp | 67.9%-5.1pp |
| Annual return | -11.14% | 1.73%-12.9pp | 42.33%-53.5pp | -7.84%-3.3pp |
| Employer contribution / active EE | $4,078 | $1,650+147.2% | $2,813+44.9% | $2,596+57.1% |
| Participant deferral / active EE | $10,202 | $2,963+244.3% | $4,428+130.4% | $4,028+153.3% |
| Admin fee / account holder | $2,601 | $3,041-14.5% | $5,427-52.1% | $5,403-51.9% |