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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 | $105,173 | $53,546+96.4% | $69,890+50.5% | $68,490+53.6% |
| Participation rate | 60.5% | 64.5%-4.0pp | 70.5%-10.0pp | 67.9%-7.4pp |
| Annual return | -16.07% | -13.87%-2.2pp | 190.84%-206.9pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,863 | $2,019-7.7% | $2,560-27.2% | $2,597-28.2% |
| Participant deferral / active EE | $4,314 | $2,957+45.9% | $3,848+12.1% | $4,028+7.1% |
| Admin fee / account holder | $2,134 | $4,693-54.5% | $6,267-65.9% | $5,403-60.5% |