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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 | $80,361 | $59,834+34.3% | $79,576+1.0% | $68,495+17.3% |
| Participation rate | 56.3% | 61.1%-4.8pp | 69.5%-13.2pp | 67.9%-11.6pp |
| Annual return | -16.40% | -12.30%-4.1pp | 0.15%-16.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,473 | $1,505-2.1% | $2,413-39.0% | $2,596-43.3% |
| Participant deferral / active EE | $4,258 | $3,024+40.8% | $3,985+6.8% | $4,028+5.7% |
| Admin fee / account holder | $11,592 | $4,835+139.7% | $6,834+69.6% | $5,403+114.5% |