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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 | $119,760 | $64,716+85.1% | $112,258+6.7% | $68,495+74.8% |
| Participation rate | 60.9% | 67.2%-6.3pp | 75.1%-14.2pp | 67.9%-7.0pp |
| Annual return | -16.21% | -11.40%-4.8pp | 27.47%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,305 | $2,746-52.5% | $3,636-64.1% | $2,596-49.7% |
| Participant deferral / active EE | $5,492 | $3,565+54.1% | $4,728+16.2% | $4,028+36.4% |
| Admin fee / account holder | $20,114 | $5,232+284.5% | $6,411+213.7% | $5,403+272.3% |