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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 | $58,305 | $48,235+20.9% | $68,803-15.3% | $68,490-14.9% |
| Participation rate | 69.2% | 60.7%+8.6pp | 69.0%+0.2pp | 67.9%+1.3pp |
| Annual return | -14.18% | -12.70%-1.5pp | -6.37%-7.8pp | -7.85%-6.3pp |
| Employer contribution / active EE | $2,154 | $1,829+17.8% | $2,656-18.9% | $2,597-17.0% |
| Participant deferral / active EE | $3,334 | $2,867+16.3% | $3,942-15.4% | $4,028-17.2% |
| Admin fee / account holder | $12,645 | $4,361+189.9% | $4,936+156.2% | $5,403+134.0% |