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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 | $122,538 | $64,719+89.3% | $112,249+9.2% | $68,486+78.9% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -17.00% | -11.40%-5.6pp | 27.48%-44.5pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,465 | $2,747-10.2% | $3,636-32.2% | $2,597-5.1% |
| Participant deferral / active EE | $3,125 | $3,565-12.3% | $4,729-33.9% | $4,028-22.4% |
| Admin fee / account holder | $7,291 | $5,232+39.3% | $6,412+13.7% | $5,404+34.9% |