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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 | $86,648 | $77,816+11.3% | $123,549-29.9% | $64,181+35.0% |
| Participation rate | 65.6% | 74.7%-9.1pp | 82.3%-16.7pp | 69.6%-3.9pp |
| Annual return | -7.04% | 12.49%-19.5pp | 119.20%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,129 | $3,014+3.8% | $4,628-32.4% | $2,381+31.4% |
| Participant deferral / active EE | $3,965 | $5,240-24.3% | $6,426-38.3% | $3,470+14.3% |
| Admin fee / account holder | $3,198 | $5,519-42.0% | $9,284-65.5% | $4,887-34.6% |