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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 | $110,971 | $97,020+14.4% | $83,327+33.2% | $135,380-18.0% |
| Participation rate | 61.5% | 80.4%-18.9pp | 77.8%-16.2pp | 82.6%-21.1pp |
| Annual return | -2.28% | 12.31%-14.6pp | 10.64%-12.9pp | 519.81%-522.1pp |
| Employer contribution / active EE | $3,091 | $4,144-25.4% | $3,379-8.5% | $4,779-35.3% |
| Participant deferral / active EE | $7,065 | $5,964+18.5% | $5,565+26.9% | $5,609+26.0% |
| Admin fee / account holder | $6,984 | $8,426-17.1% | $7,540-7.4% | $10,828-35.5% |