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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 | $146,834 | $54,380+170.0% | $68,509+114.3% | $59,633+146.2% |
| Participation rate | 67.6% | 70.2%-2.6pp | 74.7%-7.2pp | 68.7%-1.1pp |
| Annual return | -2.30% | 2.83%-5.1pp | 8.27%-10.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,421 | $1,539-7.6% | $2,278-37.6% | $2,203-35.5% |
| Participant deferral / active EE | $5,686 | $2,643+115.1% | $3,382+68.1% | $3,192+78.1% |
| Admin fee / account holder | $673 | $3,885-82.7% | $5,275-87.2% | $4,297-84.3% |