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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 | $68,480 | $59,813+14.5% | $79,580-13.9% | $68,4860% |
| Participation rate | 38.9% | 61.1%-22.2pp | 69.5%-30.6pp | 67.9%-29.0pp |
| Annual return | -13.67% | -12.30%-1.4pp | 0.15%-13.8pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,016 | $1,505-32.5% | $2,413-57.9% | $2,597-60.9% |
| Participant deferral / active EE | $1,522 | $3,024-49.7% | $3,985-61.8% | $4,028-62.2% |
| Admin fee / account holder | $4,260 | $4,835-11.9% | $6,835-37.7% | $5,404-21.2% |