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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 | $76,169 | $72,177+5.5% | $115,038-33.8% | $59,633+27.7% |
| Participation rate | 66.1% | 72.6%-6.4pp | 81.4%-15.3pp | 68.7%-2.6pp |
| Annual return | -0.57% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $4,357 | $2,841+53.3% | $4,608-5.5% | $2,203+97.8% |
| Participant deferral / active EE | $7,505 | $4,783+56.9% | $6,026+24.5% | $3,192+135.1% |
| Admin fee / account holder | $630 | $4,927-87.2% | $8,175-92.3% | $4,297-85.3% |