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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 | $64,283 | $71,873-10.6% | $86,698-25.9% | $68,490-6.1% |
| Participation rate | 67.5% | 72.2%-4.7pp | 76.6%-9.1pp | 67.9%-0.4pp |
| Annual return | -15.20% | 3.54%-18.7pp | 35.96%-51.2pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,285 | $2,173+5.1% | $2,837-19.5% | $2,597-12.0% |
| Participant deferral / active EE | $3,813 | $3,779+0.9% | $4,656-18.1% | $4,028-5.3% |
| Admin fee / account holder | $6,205 | $6,110+1.5% | $7,492-17.2% | $5,403+14.8% |