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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 | $84,012 | $71,873+16.9% | $86,698-3.1% | $68,490+22.7% |
| Participation rate | 60.5% | 72.2%-11.8pp | 76.6%-16.1pp | 67.9%-7.4pp |
| Annual return | -18.16% | 3.54%-21.7pp | 35.96%-54.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,726 | $2,173-20.6% | $2,837-39.1% | $2,597-33.5% |
| Participant deferral / active EE | $4,076 | $3,779+7.8% | $4,656-12.5% | $4,028+1.2% |
| Admin fee / account holder | $2,040 | $6,110-66.6% | $7,492-72.8% | $5,403-62.2% |