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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 | $71,024 | $59,813+18.7% | $79,580-10.8% | $68,486+3.7% |
| Participation rate | 69.5% | 61.1%+8.4pp | 69.5%0pp | 67.9%+1.6pp |
| Annual return | -15.94% | -12.30%-3.6pp | 0.15%-16.1pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,127 | $1,505-25.1% | $2,413-53.3% | $2,597-56.6% |
| Participant deferral / active EE | $2,654 | $3,024-12.3% | $3,985-33.4% | $4,028-34.1% |
| Admin fee / account holder | $2,739 | $4,835-43.3% | $6,835-59.9% | $5,404-49.3% |