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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 | $83,780 | $72,177+16.1% | $115,038-27.2% | $59,633+40.5% |
| Participation rate | 63.6% | 72.6%-8.9pp | 81.4%-17.7pp | 68.7%-5.0pp |
| Annual return | -1.21% | 12.02%-13.2pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $2,239 | $2,841-21.2% | $4,608-51.4% | $2,203+1.7% |
| Participant deferral / active EE | $4,999 | $4,783+4.5% | $6,026-17.1% | $3,192+56.6% |
| Admin fee / account holder | $4,099 | $4,927-16.8% | $8,175-49.9% | $4,297-4.6% |