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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 | $177,365 | $77,816+127.9% | $123,552+43.6% | $64,173+176.4% |
| Participation rate | 68.8% | 74.7%-6.0pp | 82.3%-13.5pp | 69.6%-0.8pp |
| Annual return | -6.20% | 12.49%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,726 | $3,014-9.6% | $4,628-41.1% | $2,381+14.5% |
| Participant deferral / active EE | $6,958 | $5,240+32.8% | $6,426+8.3% | $3,470+100.5% |
| Admin fee / account holder | $536 | $5,519-90.3% | $9,285-94.2% | $4,887-89.0% |