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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 | $88,019 | $50,958+72.7% | $74,552+18.1% | $64,181+37.1% |
| Participation rate | 69.2% | 61.1%+8.2pp | 69.1%+0.1pp | 69.6%-0.3pp |
| Annual return | -4.80% | -1.86%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $400 | $1,115-64.1% | $1,961-79.6% | $2,381-83.2% |
| Participant deferral / active EE | $3,120 | $2,301+35.6% | $3,108+0.4% | $3,470-10.1% |
| Admin fee / account holder | $6,104 | $4,223+44.6% | $5,060+20.6% | $4,887+24.9% |