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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 | $63,942 | $50,947+25.5% | $74,551-14.2% | $64,173-0.4% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.1%-1.3pp | 69.6%-1.7pp |
| Annual return | -7.24% | -1.85%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,069 | $1,115+175.1% | $1,961+56.5% | $2,381+28.9% |
| Participant deferral / active EE | $6,415 | $2,302+178.7% | $3,108+106.4% | $3,470+84.9% |
| Admin fee / account holder | $9,013 | $4,221+113.5% | $5,059+78.1% | $4,887+84.4% |