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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 | $113,400 | $45,872+147.2% | $77,100+47.1% | $68,490+65.6% |
| Participation rate | 61.8% | 55.9%+5.8pp | 67.9%-6.2pp | 67.9%-6.1pp |
| Annual return | -16.16% | 1.73%-17.9pp | 42.35%-58.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,270 | $1,650+37.6% | $2,815-19.4% | $2,597-12.6% |
| Participant deferral / active EE | $3,580 | $2,963+20.8% | $4,430-19.2% | $4,028-11.1% |
| Admin fee / account holder | $4,820 | $3,041+58.5% | $5,443-11.5% | $5,403-10.8% |