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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 | $90,740 | $81,870+10.8% | $119,622-24.1% | $68,486+32.5% |
| Participation rate | 46.2% | 71.9%-25.7pp | 79.3%-33.1pp | 67.9%-21.7pp |
| Annual return | -11.50% | -23.82%+12.3pp | -14.98%+3.5pp | -7.85%-3.6pp |
| Employer contribution / active EE | $3,921 | $2,692+45.7% | $4,232-7.3% | $2,597+51.0% |
| Participant deferral / active EE | $7,308 | $4,148+76.2% | $5,601+30.5% | $4,028+81.5% |
| Admin fee / account holder | $6,918 | $6,583+5.1% | $10,328-33.0% | $5,404+28.0% |