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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 | $121,717 | $59,834+103.4% | $79,576+53.0% | $68,495+77.7% |
| Participation rate | 68.3% | 61.1%+7.2pp | 69.5%-1.2pp | 67.9%+0.4pp |
| Annual return | -15.37% | -12.30%-3.1pp | 0.15%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,138 | $1,505+42.1% | $2,413-11.4% | $2,596-17.7% |
| Participant deferral / active EE | $6,147 | $3,024+103.3% | $3,985+54.3% | $4,028+52.6% |
| Admin fee / account holder | $1,124 | $4,835-76.8% | $6,834-83.6% | $5,403-79.2% |