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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 | $88,141 | $71,872+22.6% | $86,691+1.7% | $68,495+28.7% |
| Participation rate | 69.7% | 72.2%-2.5pp | 76.6%-6.9pp | 67.9%+1.8pp |
| Annual return | -16.74% | 3.53%-20.3pp | 35.94%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $836 | $2,173-61.5% | $2,837-70.5% | $2,596-67.8% |
| Participant deferral / active EE | $4,910 | $3,779+29.9% | $4,656+5.4% | $4,028+21.9% |
| Admin fee / account holder | $1,469 | $6,112-76.0% | $7,492-80.4% | $5,403-72.8% |