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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 | $143,718 | $62,589+129.6% | $76,768+87.2% | $64,173+124.0% |
| Participation rate | 67.9% | 72.8%-5.0pp | 77.0%-9.1pp | 69.6%-1.7pp |
| Annual return | -4.11% | -1.95%-2.2pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,540 | $1,832-15.9% | $2,485-38.0% | $2,381-35.3% |
| Participant deferral / active EE | $4,327 | $3,145+37.6% | $3,852+12.3% | $3,470+24.7% |
| Admin fee / account holder | $17,285 | $4,667+270.4% | $6,675+159.0% | $4,887+253.7% |