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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 | $87,647 | $64,716+35.4% | $112,258-21.9% | $68,495+28.0% |
| Participation rate | 68.2% | 67.2%+1.1pp | 75.1%-6.8pp | 67.9%+0.3pp |
| Annual return | -9.47% | -11.40%+1.9pp | 27.47%-36.9pp | -7.84%-1.6pp |
| Employer contribution / active EE | $7,012 | $2,746+155.3% | $3,636+92.9% | $2,596+170.1% |
| Participant deferral / active EE | $5,980 | $3,565+67.7% | $4,728+26.5% | $4,028+48.5% |
| Admin fee / account holder | $778 | $5,232-85.1% | $6,411-87.9% | $5,403-85.6% |