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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 | $104,480 | $81,870+27.6% | $119,622-12.7% | $68,486+52.6% |
| Participation rate | 65.0% | 71.9%-6.9pp | 79.3%-14.3pp | 67.9%-2.9pp |
| Annual return | -17.08% | -23.82%+6.7pp | -14.98%-2.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,087 | $2,692-22.5% | $4,232-50.7% | $2,597-19.6% |
| Participant deferral / active EE | $5,605 | $4,148+35.1% | $5,601+0.1% | $4,028+39.2% |
| Admin fee / account holder | $9,253 | $6,583+40.6% | $10,328-10.4% | $5,404+71.2% |