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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 | $80,273 | $71,873+11.7% | $86,698-7.4% | $68,490+17.2% |
| Participation rate | 69.3% | 72.2%-2.9pp | 76.6%-7.3pp | 67.9%+1.4pp |
| Annual return | -13.00% | 3.54%-16.5pp | 35.96%-49.0pp | -7.85%-5.1pp |
| Employer contribution / active EE | $1,203 | $2,173-44.7% | $2,837-57.6% | $2,597-53.7% |
| Participant deferral / active EE | $5,780 | $3,779+52.9% | $4,656+24.1% | $4,028+43.5% |
| Admin fee / account holder | $2,027 | $6,110-66.8% | $7,492-72.9% | $5,403-62.5% |