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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 | $143,196 | $71,878+99.2% | $86,698+65.2% | $68,486+109.1% |
| Participation rate | 62.8% | 72.2%-9.5pp | 76.6%-13.8pp | 67.9%-5.1pp |
| Annual return | -11.83% | 3.53%-15.4pp | 35.95%-47.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $1,604 | $2,173-26.2% | $2,837-43.4% | $2,597-38.2% |
| Participant deferral / active EE | $4,978 | $3,779+31.7% | $4,656+6.9% | $4,028+23.6% |
| Admin fee / account holder | $8,313 | $6,113+36.0% | $7,493+11.0% | $5,404+53.8% |