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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 | $90,241 | $67,411+33.9% | $91,004-0.8% | $70,126+28.7% |
| Participation rate | 69.1% | 71.4%-2.2pp | 75.6%-6.5pp | 69.5%-0.4pp |
| Annual return | 12.70% | -40.16%+52.9pp | 4.60%+8.1pp | 73.15%-60.5pp |
| Employer contribution / active EE | $984 | $1,786-44.9% | $2,456-59.9% | $2,343-58.0% |
| Participant deferral / active EE | $3,543 | $2,823+25.5% | $3,548-0.1% | $3,332+6.3% |
| Admin fee / account holder | $11,480 | $4,236+171.0% | $5,417+111.9% | $4,645+147.1% |