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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 | $76,148 | $59,834+27.3% | $79,576-4.3% | $68,495+11.2% |
| Participation rate | 61.6% | 61.1%+0.6pp | 69.5%-7.8pp | 67.9%-6.2pp |
| Annual return | -16.63% | -12.30%-4.3pp | 0.15%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $646 | $1,505-57.1% | $2,413-73.2% | $2,596-75.1% |
| Participant deferral / active EE | $2,381 | $3,024-21.3% | $3,985-40.3% | $4,028-40.9% |
| Admin fee / account holder | $3,279 | $4,835-32.2% | $6,834-52.0% | $5,403-39.3% |