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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 | $77,021 | $71,873+7.2% | $86,698-11.2% | $68,490+12.5% |
| Participation rate | 64.7% | 72.2%-7.5pp | 76.6%-11.9pp | 67.9%-3.2pp |
| Annual return | -16.80% | 3.54%-20.3pp | 35.96%-52.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,041 | $2,173-6.1% | $2,837-28.0% | $2,597-21.4% |
| Participant deferral / active EE | $3,620 | $3,779-4.2% | $4,656-22.2% | $4,028-10.1% |
| Admin fee / account holder | $2,752 | $6,110-55.0% | $7,492-63.3% | $5,403-49.1% |