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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 | $109,403 | $53,162+105.8% | $91,225+19.9% | $68,486+59.7% |
| Participation rate | 62.5% | 63.2%-0.7pp | 73.2%-10.7pp | 67.9%-5.4pp |
| Annual return | -19.46% | -3.14%-16.3pp | 114.12%-133.6pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,372 | $1,709-19.8% | $2,851-51.9% | $2,597-47.2% |
| Participant deferral / active EE | $2,573 | $2,974-13.5% | $4,233-39.2% | $4,028-36.1% |
| Admin fee / account holder | $7,728 | $4,493+72.0% | $5,422+42.5% | $5,404+43.0% |