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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 | $92,716 | $59,819+55.0% | $79,583+16.5% | $68,490+35.4% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.5%-1.6pp | 67.9%0pp |
| Annual return | -15.66% | -12.30%-3.4pp | 0.16%-15.8pp | -7.85%-7.8pp |
| Employer contribution / active EE | $796 | $1,505-47.1% | $2,414-67.0% | $2,597-69.3% |
| Participant deferral / active EE | $6,029 | $3,025+99.3% | $3,986+51.3% | $4,028+49.7% |
| Admin fee / account holder | $1,954 | $4,835-59.6% | $6,835-71.4% | $5,403-63.8% |