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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 | $85,152 | $64,719+31.6% | $112,249-24.1% | $68,486+24.3% |
| Participation rate | 67.3% | 67.2%+0.2pp | 75.1%-7.7pp | 67.9%-0.5pp |
| Annual return | -15.94% | -11.40%-4.5pp | 27.48%-43.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,259 | $2,747+18.6% | $3,636-10.4% | $2,597+25.5% |
| Participant deferral / active EE | $6,962 | $3,565+95.3% | $4,729+47.2% | $4,028+72.8% |
| Admin fee / account holder | $19,780 | $5,232+278.0% | $6,412+208.5% | $5,404+266.0% |