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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 | $76,119 | $71,878+5.9% | $86,698-12.2% | $68,486+11.1% |
| Participation rate | 61.5% | 72.2%-10.7pp | 76.6%-15.0pp | 67.9%-6.4pp |
| Annual return | -15.20% | 3.53%-18.7pp | 35.95%-51.2pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,575 | $2,173-27.5% | $2,837-44.5% | $2,597-39.3% |
| Participant deferral / active EE | $3,572 | $3,779-5.5% | $4,656-23.3% | $4,028-11.3% |
| Admin fee / account holder | $939 | $6,113-84.6% | $7,493-87.5% | $5,404-82.6% |