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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 | $87,023 | $79,633+9.3% | $93,759-7.2% | $68,495+27.0% |
| Participation rate | 65.6% | 75.4%-9.7pp | 81.0%-15.3pp | 67.9%-2.3pp |
| Annual return | -18.19% | -0.10%-18.1pp | -11.33%-6.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,155 | $3,665+40.7% | $4,324+19.2% | $2,596+98.5% |
| Participant deferral / active EE | $4,884 | $5,158-5.3% | $6,096-19.9% | $4,028+21.3% |
| Admin fee / account holder | $935 | $6,871-86.4% | $7,197-87.0% | $5,403-82.7% |