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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 | $109,386 | $67,411+62.3% | $91,004+20.2% | $70,126+56.0% |
| Participation rate | 67.6% | 71.4%-3.7pp | 75.6%-8.0pp | 69.5%-1.9pp |
| Annual return | 16.21% | -40.16%+56.4pp | 4.60%+11.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $854 | $1,786-52.2% | $2,456-65.2% | $2,343-63.5% |
| Participant deferral / active EE | $2,022 | $2,823-28.4% | $3,548-43.0% | $3,332-39.3% |
| Admin fee / account holder | $3,342 | $4,236-21.1% | $5,417-38.3% | $4,645-28.1% |