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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 | $95,567 | $42,383+125.5% | $76,518+24.9% | $64,173+48.9% |
| Participation rate | 59.6% | 58.1%+1.4pp | 68.0%-8.4pp | 69.6%-10.0pp |
| Annual return | -3.67% | -16.54%+12.9pp | -0.27%-3.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,080 | $1,563+161.0% | $2,647+54.1% | $2,381+71.4% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $680 | $3,198-78.7% | $4,849-86.0% | $4,887-86.1% |