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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 | $100,745 | $71,872+40.2% | $86,691+16.2% | $68,495+47.1% |
| Participation rate | 62.5% | 72.2%-9.7pp | 76.6%-14.1pp | 67.9%-5.4pp |
| Annual return | -18.41% | 3.53%-21.9pp | 35.94%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $698 | $2,173-67.9% | $2,837-75.4% | $2,596-73.1% |
| Participant deferral / active EE | $1,860 | $3,779-50.8% | $4,656-60.0% | $4,028-53.8% |
| Admin fee / account holder | $11,913 | $6,112+94.9% | $7,492+59.0% | $5,403+120.5% |