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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 | $86,149 | $64,719+33.1% | $112,249-23.3% | $68,486+25.8% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -16.22% | -11.40%-4.8pp | 27.48%-43.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,356 | $2,747-14.2% | $3,636-35.2% | $2,597-9.3% |
| Participant deferral / active EE | $4,294 | $3,565+20.4% | $4,729-9.2% | $4,028+6.6% |
| Admin fee / account holder | $901 | $5,232-82.8% | $6,412-85.9% | $5,404-83.3% |