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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 | $87,014 | $71,878+21.1% | $86,698+0.4% | $68,486+27.1% |
| Participation rate | 56.3% | 72.2%-16.0pp | 76.6%-20.3pp | 67.9%-11.6pp |
| Annual return | -17.15% | 3.53%-20.7pp | 35.95%-53.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,563 | $2,173-28.1% | $2,837-44.9% | $2,597-39.8% |
| Participant deferral / active EE | $4,189 | $3,779+10.9% | $4,656-10.0% | $4,028+4.0% |
| Admin fee / account holder | $2,231 | $6,113-63.5% | $7,493-70.2% | $5,404-58.7% |