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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 | $117,501 | $61,660+90.6% | $80,022+46.8% | $64,173+83.1% |
| Participation rate | 62.1% | 71.7%-9.6pp | 75.8%-13.8pp | 69.6%-7.5pp |
| Annual return | -4.48% | -0.33%-4.1pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,390 | $1,810-23.2% | $2,468-43.7% | $2,381-41.6% |
| Participant deferral / active EE | $3,775 | $2,968+27.2% | $3,686+2.4% | $3,470+8.8% |
| Admin fee / account holder | $6,754 | $5,417+24.7% | $6,521+3.6% | $4,887+38.2% |