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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 | $119,183 | $71,878+65.8% | $86,698+37.5% | $68,486+74.0% |
| Participation rate | 65.5% | 72.2%-6.7pp | 76.6%-11.1pp | 67.9%-2.4pp |
| Annual return | -17.72% | 3.53%-21.3pp | 35.95%-53.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,288 | $2,173-40.7% | $2,837-54.6% | $2,597-50.4% |
| Participant deferral / active EE | $5,153 | $3,779+36.4% | $4,656+10.7% | $4,028+27.9% |
| Admin fee / account holder | $799 | $6,113-86.9% | $7,493-89.3% | $5,404-85.2% |