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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 | $106,525 | $61,660+72.8% | $80,022+33.1% | $64,173+66.0% |
| Participation rate | 32.4% | 71.7%-39.3pp | 75.8%-43.5pp | 69.6%-37.2pp |
| Annual return | -5.47% | -0.33%-5.1pp | 11.22%-16.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,327 | $1,810-26.7% | $2,468-46.2% | $2,381-44.3% |
| Participant deferral / active EE | $3,859 | $2,968+30.0% | $3,686+4.7% | $3,470+11.2% |
| Admin fee / account holder | $2,300 | $5,417-57.5% | $6,521-64.7% | $4,887-52.9% |