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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 | $153,442 | $81,870+87.4% | $119,634+28.3% | $68,490+124.0% |
| Participation rate | 59.0% | 71.9%-12.9pp | 79.3%-20.3pp | 67.9%-8.9pp |
| Annual return | -17.07% | -23.82%+6.8pp | -14.98%-2.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,813 | $2,692+4.5% | $4,232-33.5% | $2,597+8.3% |
| Participant deferral / active EE | $5,584 | $4,148+34.6% | $5,601-0.3% | $4,028+38.6% |
| Admin fee / account holder | $1,544 | $6,583-76.5% | $10,329-85.0% | $5,403-71.4% |