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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 | $107,175 | $77,816+37.7% | $123,552-13.3% | $64,173+67.0% |
| Participation rate | 56.1% | 74.7%-18.6pp | 82.3%-26.2pp | 69.6%-13.5pp |
| Annual return | -6.65% | 12.49%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,240 | $3,014+7.5% | $4,628-30.0% | $2,381+36.1% |
| Participant deferral / active EE | $5,988 | $5,240+14.3% | $6,426-6.8% | $3,470+72.6% |
| Admin fee / account holder | $666 | $5,519-87.9% | $9,285-92.8% | $4,887-86.4% |