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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 | $96,230 | $59,813+60.9% | $79,580+20.9% | $68,486+40.5% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.5%-5.9pp | 67.9%-4.3pp |
| Annual return | -15.73% | -12.30%-3.4pp | 0.15%-15.9pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,261 | $1,505-16.2% | $2,413-47.8% | $2,597-51.4% |
| Participant deferral / active EE | $2,522 | $3,024-16.6% | $3,985-36.7% | $4,028-37.4% |
| Admin fee / account holder | $2,737 | $4,835-43.4% | $6,835-60.0% | $5,404-49.4% |