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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 | $53,985 | $53,162+1.5% | $91,227-40.8% | $68,490-21.2% |
| Participation rate | 68.8% | 63.2%+5.5pp | 73.2%-4.4pp | 67.9%+0.9pp |
| Annual return | -12.91% | -3.14%-9.8pp | 114.14%-127.0pp | -7.85%-5.1pp |
| Employer contribution / active EE | $691 | $1,709-59.6% | $2,851-75.8% | $2,597-73.4% |
| Participant deferral / active EE | $5,216 | $2,974+75.4% | $4,234+23.2% | $4,028+29.5% |
| Admin fee / account holder | $11,266 | $4,493+150.7% | $5,423+107.7% | $5,403+108.5% |