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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 | $59,973 | $59,813+0.3% | $79,580-24.6% | $68,486-12.4% |
| Participation rate | 69.4% | 61.1%+8.4pp | 69.5%0pp | 67.9%+1.6pp |
| Annual return | -18.35% | -12.30%-6.1pp | 0.15%-18.5pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,694 | $1,505+12.6% | $2,413-29.8% | $2,597-34.8% |
| Participant deferral / active EE | $4,085 | $3,024+35.1% | $3,985+2.5% | $4,028+1.4% |
| Admin fee / account holder | $7,842 | $4,835+62.2% | $6,835+14.7% | $5,404+45.1% |