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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 | $66,493 | $50,947+30.5% | $74,551-10.8% | $64,173+3.6% |
| Participation rate | 65.5% | 61.1%+4.5pp | 69.1%-3.6pp | 69.6%-4.1pp |
| Annual return | -4.12% | -1.85%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,289 | $1,115+15.5% | $1,961-34.3% | $2,381-45.9% |
| Participant deferral / active EE | $5,243 | $2,302+127.8% | $3,108+68.7% | $3,470+51.1% |
| Admin fee / account holder | $434 | $4,221-89.7% | $5,059-91.4% | $4,887-91.1% |