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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 | $127,252 | $64,729+96.6% | $112,263+13.4% | $68,490+85.8% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -17.20% | -11.40%-5.8pp | 27.49%-44.7pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,294 | $2,746-52.9% | $3,636-64.4% | $2,597-50.2% |
| Participant deferral / active EE | $5,147 | $3,566+44.4% | $4,729+8.8% | $4,028+27.8% |
| Admin fee / account holder | $5,264 | $5,222+0.8% | $6,410-17.9% | $5,403-2.6% |