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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 | $87,193 | $59,813+45.8% | $79,580+9.6% | $68,486+27.3% |
| Participation rate | 55.1% | 61.1%-6.0pp | 69.5%-14.4pp | 67.9%-12.8pp |
| Annual return | -17.78% | -12.30%-5.5pp | 0.15%-17.9pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,336 | $1,505-11.2% | $2,413-44.6% | $2,597-48.5% |
| Participant deferral / active EE | $3,763 | $3,024+24.4% | $3,985-5.6% | $4,028-6.6% |
| Admin fee / account holder | $10,031 | $4,835+107.5% | $6,835+46.8% | $5,404+85.6% |