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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 | $74,195 | $46,697+58.9% | $117,533-36.9% | $68,486+8.3% |
| Participation rate | 66.7% | 56.8%+9.9pp | 70.6%-3.9pp | 67.9%-1.2pp |
| Annual return | -16.80% | -14.52%-2.3pp | 29.77%-46.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,933 | $1,506+28.4% | $4,179-53.8% | $2,597-25.6% |
| Participant deferral / active EE | $5,966 | $2,637+126.2% | $4,072+46.5% | $4,028+48.1% |
| Admin fee / account holder | $1,807 | $4,023-55.1% | $5,647-68.0% | $5,404-66.6% |