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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 | $55,893 | $48,267+15.8% | $68,808-18.8% | $68,486-18.4% |
| Participation rate | 60.8% | 60.7%+0.1pp | 69.0%-8.2pp | 67.9%-7.1pp |
| Annual return | -14.30% | -12.70%-1.6pp | -6.37%-7.9pp | -7.85%-6.4pp |
| Employer contribution / active EE | $831 | $1,829-54.6% | $2,656-68.7% | $2,597-68.0% |
| Participant deferral / active EE | $3,424 | $2,867+19.4% | $3,942-13.1% | $4,028-15.0% |
| Admin fee / account holder | $1,914 | $4,362-56.1% | $4,936-61.2% | $5,404-64.6% |