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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 | $81,149 | $56,339+44.0% | $104,301-22.2% | $68,486+18.5% |
| Participation rate | 66.7% | 63.3%+3.4pp | 73.3%-6.6pp | 67.9%-1.2pp |
| Annual return | -12.47% | -9.19%-3.3pp | 24.61%-37.1pp | -7.85%-4.6pp |
| Employer contribution / active EE | $1,501 | $1,960-23.4% | $3,373-55.5% | $2,597-42.2% |
| Participant deferral / active EE | $6,498 | $3,077+111.2% | $4,626+40.5% | $4,028+61.3% |
| Admin fee / account holder | $12,604 | $4,902+157.1% | $7,340+71.7% | $5,404+133.2% |