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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 | $59,547 | $59,813-0.4% | $79,580-25.2% | $68,486-13.1% |
| Participation rate | 63.0% | 61.1%+1.9pp | 69.5%-6.5pp | 67.9%-4.9pp |
| Annual return | -16.60% | -12.30%-4.3pp | 0.15%-16.8pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,363 | $1,505+57.0% | $2,413-2.1% | $2,597-9.0% |
| Participant deferral / active EE | $4,310 | $3,024+42.5% | $3,985+8.2% | $4,028+7.0% |
| Admin fee / account holder | $1,612 | $4,835-66.7% | $6,835-76.4% | $5,404-70.2% |