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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 | $141,158 | $64,719+118.1% | $112,249+25.8% | $68,486+106.1% |
| Participation rate | 54.1% | 67.2%-13.1pp | 75.1%-21.0pp | 67.9%-13.8pp |
| Annual return | -15.84% | -11.40%-4.4pp | 27.48%-43.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,470 | $2,747-46.5% | $3,636-59.6% | $2,597-43.4% |
| Participant deferral / active EE | $4,628 | $3,565+29.8% | $4,729-2.1% | $4,028+14.9% |
| Admin fee / account holder | $3,402 | $5,232-35.0% | $6,412-47.0% | $5,404-37.0% |