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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 | $63,762 | $48,267+32.1% | $68,794-7.3% | $68,495-6.9% |
| Participation rate | 68.0% | 60.7%+7.3pp | 69.0%-1.0pp | 67.9%+0.1pp |
| Annual return | -16.95% | -12.70%-4.2pp | -6.37%-10.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,253 | $1,829+23.2% | $2,656-15.1% | $2,596-13.2% |
| Participant deferral / active EE | $4,172 | $2,867+45.5% | $3,941+5.9% | $4,028+3.6% |
| Admin fee / account holder | $1,003 | $4,362-77.0% | $4,934-79.7% | $5,403-81.4% |