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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 | $101,728 | $62,586+62.5% | $76,766+32.5% | $64,181+58.5% |
| Participation rate | 67.4% | 72.8%-5.4pp | 77.0%-9.6pp | 69.6%-2.2pp |
| Annual return | -5.36% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,110 | $1,832+15.2% | $2,485-15.1% | $2,381-11.4% |
| Participant deferral / active EE | $4,504 | $3,145+43.2% | $3,851+17.0% | $3,470+29.8% |
| Admin fee / account holder | $21,097 | $4,667+352.1% | $6,675+216.1% | $4,887+331.7% |