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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 | $164,440 | $107,809+52.5% | $90,657+81.4% | $135,380+21.5% |
| Participation rate | 37.5% | 78.0%-40.5pp | 74.0%-36.5pp | 82.6%-45.1pp |
| Annual return | -7.47% | -0.90%-6.6pp | 1.89%-9.4pp | 519.81%-527.3pp |
| Employer contribution / active EE | $2,577 | $3,018-14.6% | $2,532+1.8% | $4,779-46.1% |
| Participant deferral / active EE | $5,302 | $3,872+36.9% | $3,424+54.8% | $5,609-5.5% |
| Admin fee / account holder | $1,632 | $5,931-72.5% | $4,994-67.3% | $10,828-84.9% |