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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 | $162,287 | $71,872+125.8% | $86,691+87.2% | $68,495+136.9% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -16.88% | 3.53%-20.4pp | 35.94%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $661 | $2,173-69.6% | $2,837-76.7% | $2,596-74.5% |
| Participant deferral / active EE | $2,761 | $3,779-26.9% | $4,656-40.7% | $4,028-31.5% |
| Admin fee / account holder | $5,889 | $6,112-3.7% | $7,492-21.4% | $5,403+9.0% |