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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 | $123,170 | $50,958+141.7% | $74,552+65.2% | $64,181+91.9% |
| Participation rate | 65.4% | 61.1%+4.3pp | 69.1%-3.8pp | 69.6%-4.2pp |
| Annual return | -5.40% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $990 | $1,115-11.2% | $1,961-49.5% | $2,381-58.4% |
| Participant deferral / active EE | $3,331 | $2,301+44.7% | $3,108+7.2% | $3,470-4.0% |
| Admin fee / account holder | $911 | $4,223-78.4% | $5,060-82.0% | $4,887-81.4% |