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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 | $80,939 | $65,703+23.2% | $94,228-14.1% | $59,633+35.7% |
| Participation rate | 63.0% | 72.1%-9.2pp | 78.8%-15.8pp | 68.7%-5.7pp |
| Annual return | -0.81% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $3,733 | $2,021+84.8% | $3,587+4.1% | $2,203+69.5% |
| Participant deferral / active EE | $6,386 | $3,143+103.2% | $4,320+47.8% | $3,192+100.1% |
| Admin fee / account holder | $12,114 | $4,264+184.1% | $6,269+93.2% | $4,297+181.9% |