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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 | $93,759 | $45,872+104.4% | $77,100+21.6% | $68,490+36.9% |
| Participation rate | 63.4% | 55.9%+7.5pp | 67.9%-4.5pp | 67.9%-4.5pp |
| Annual return | -15.85% | 1.73%-17.6pp | 42.35%-58.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,666 | $1,650+1.0% | $2,815-40.8% | $2,597-35.8% |
| Participant deferral / active EE | $3,552 | $2,963+19.9% | $4,430-19.8% | $4,028-11.8% |
| Admin fee / account holder | $3,157 | $3,041+3.8% | $5,443-42.0% | $5,403-41.6% |