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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 | $75,577 | $64,716+16.8% | $112,258-32.7% | $68,495+10.3% |
| Participation rate | 61.5% | 67.2%-5.6pp | 75.1%-13.5pp | 67.9%-6.4pp |
| Annual return | -18.98% | -11.40%-7.6pp | 27.47%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,342 | $2,746+21.7% | $3,636-8.1% | $2,596+28.7% |
| Participant deferral / active EE | $9,262 | $3,565+159.8% | $4,728+95.9% | $4,028+130.0% |
| Admin fee / account holder | $27,087 | $5,232+417.7% | $6,411+322.5% | $5,403+401.3% |