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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 | $141,321 | $64,729+118.3% | $112,263+25.9% | $68,490+106.3% |
| Participation rate | 28.7% | 67.2%-38.4pp | 75.1%-46.3pp | 67.9%-39.1pp |
| Annual return | -12.21% | -11.40%-0.8pp | 27.49%-39.7pp | -7.85%-4.4pp |
| Employer contribution / active EE | $4,685 | $2,746+70.6% | $3,636+28.8% | $2,597+80.4% |
| Participant deferral / active EE | $1,941 | $3,566-45.6% | $4,729-59.0% | $4,028-51.8% |
| Admin fee / account holder | $11,063 | $5,222+111.9% | $6,410+72.6% | $5,403+104.8% |