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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 | $110,434 | $71,872+53.7% | $86,691+27.4% | $68,495+61.2% |
| Participation rate | 69.7% | 72.2%-2.5pp | 76.6%-6.9pp | 67.9%+1.8pp |
| Annual return | -15.64% | 3.53%-19.2pp | 35.94%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $618 | $2,173-71.6% | $2,837-78.2% | $2,596-76.2% |
| Participant deferral / active EE | $7,492 | $3,779+98.3% | $4,656+60.9% | $4,028+86.0% |
| Admin fee / account holder | $5,018 | $6,112-17.9% | $7,492-33.0% | $5,403-7.1% |