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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 | $82,872 | $50,947+62.7% | $74,549+11.2% | $64,173+29.1% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.1%-1.3pp | 69.6%-1.7pp |
| Annual return | -2.62% | -1.85%-0.8pp | 32.53%-35.2pp | 7.63%-10.3pp |
| Employer contribution / active EE | $4,464 | $1,115+300.2% | $1,961+127.7% | $2,381+87.5% |
| Participant deferral / active EE | $2,874 | $2,302+24.9% | $3,108-7.5% | $3,470-17.2% |
| Admin fee / account holder | $19,545 | $4,221+363.0% | $5,059+286.3% | $4,887+299.9% |