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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 | $73,505 | $45,872+60.2% | $77,096-4.7% | $68,486+7.3% |
| Participation rate | 67.4% | 55.9%+11.5pp | 67.9%-0.5pp | 67.9%-0.5pp |
| Annual return | -11.06% | 1.73%-12.8pp | 42.35%-53.4pp | -7.85%-3.2pp |
| Employer contribution / active EE | $1,612 | $1,650-2.3% | $2,814-42.7% | $2,597-37.9% |
| Participant deferral / active EE | $4,243 | $2,963+43.2% | $4,429-4.2% | $4,028+5.3% |
| Admin fee / account holder | $1,427 | $3,041-53.1% | $5,428-73.7% | $5,404-73.6% |