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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 | $115,512 | $50,947+126.7% | $74,549+54.9% | $64,173+80.0% |
| Participation rate | 59.5% | 61.1%-1.5pp | 69.1%-9.6pp | 69.6%-10.0pp |
| Annual return | -4.02% | -1.85%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,015 | $1,115+80.6% | $1,961+2.7% | $2,381-15.4% |
| Participant deferral / active EE | $3,985 | $2,302+73.1% | $3,108+28.2% | $3,470+14.8% |
| Admin fee / account holder | $2,688 | $4,221-36.3% | $5,059-46.9% | $4,887-45.0% |