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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 | $137,332 | $64,716+112.2% | $112,258+22.3% | $68,495+100.5% |
| Participation rate | 48.7% | 67.2%-18.4pp | 75.1%-26.3pp | 67.9%-19.2pp |
| Annual return | -17.57% | -11.40%-6.2pp | 27.47%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,525 | $2,746-8.1% | $3,636-30.6% | $2,596-2.8% |
| Participant deferral / active EE | $4,889 | $3,565+37.1% | $4,728+3.4% | $4,028+21.4% |
| Admin fee / account holder | $4,978 | $5,232-4.9% | $6,411-22.4% | $5,403-7.9% |