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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 | $82,389 | $59,834+37.7% | $79,576+3.5% | $68,495+20.3% |
| Participation rate | 65.8% | 61.1%+4.7pp | 69.5%-3.7pp | 67.9%-2.1pp |
| Annual return | -14.28% | -12.30%-2.0pp | 0.15%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,047 | $1,505+36.0% | $2,413-15.2% | $2,596-21.2% |
| Participant deferral / active EE | $3,605 | $3,024+19.2% | $3,985-9.5% | $4,028-10.5% |
| Admin fee / account holder | $1,880 | $4,835-61.1% | $6,834-72.5% | $5,403-65.2% |