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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 | $108,064 | $57,352+88.4% | $83,830+28.9% | $64,173+68.4% |
| Participation rate | 59.0% | 68.6%-9.6pp | 76.1%-17.2pp | 69.6%-10.6pp |
| Annual return | -5.42% | 11.38%-16.8pp | 850.97%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,150 | $2,546-15.5% | $3,631-40.8% | $2,381-9.7% |
| Participant deferral / active EE | $4,313 | $2,993+44.1% | $4,082+5.7% | $3,470+24.3% |
| Admin fee / account holder | $523 | $4,046-87.1% | $5,479-90.5% | $4,887-89.3% |