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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 | $140,065 | $77,817+80.0% | $123,553+13.4% | $64,173+118.3% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.3%-22.3pp | 69.6%-9.6pp |
| Annual return | -2.24% | 12.49%-14.7pp | 119.21%-121.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $4,762 | $3,014+58.0% | $4,628+2.9% | $2,381+100.0% |
| Participant deferral / active EE | $5,757 | $5,240+9.9% | $6,426-10.4% | $3,470+65.9% |
| Admin fee / account holder | $6,487 | $5,519+17.5% | $9,284-30.1% | $4,887+32.7% |