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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 | $120,670 | $73,009+65.3% | $90,760+33.0% | $68,486+76.2% |
| Participation rate | 64.7% | 70.8%-6.1pp | 75.7%-11.0pp | 67.9%-3.2pp |
| Annual return | -15.75% | -13.81%-1.9pp | -12.16%-3.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,295 | $2,193+4.7% | $2,922-21.4% | $2,597-11.6% |
| Participant deferral / active EE | $5,586 | $3,626+54.0% | $4,565+22.4% | $4,028+38.7% |
| Admin fee / account holder | $3,618 | $5,896-38.6% | $8,444-57.2% | $5,404-33.1% |