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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 | $105,148 | $64,716+62.5% | $112,258-6.3% | $68,495+53.5% |
| Participation rate | 68.3% | 67.2%+1.1pp | 75.1%-6.8pp | 67.9%+0.4pp |
| Annual return | -15.99% | -11.40%-4.6pp | 27.47%-43.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,745 | $2,746-36.5% | $3,636-52.0% | $2,596-32.8% |
| Participant deferral / active EE | $3,935 | $3,565+10.4% | $4,728-16.8% | $4,028-2.3% |
| Admin fee / account holder | $9,933 | $5,232+89.9% | $6,411+54.9% | $5,403+83.8% |