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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 | $81,516 | $64,719+26.0% | $112,249-27.4% | $68,486+19.0% |
| Participation rate | 63.4% | 67.2%-3.7pp | 75.1%-11.6pp | 67.9%-4.5pp |
| Annual return | -14.48% | -11.40%-3.1pp | 27.48%-42.0pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,892 | $2,747+5.3% | $3,636-20.5% | $2,597+11.4% |
| Participant deferral / active EE | $2,179 | $3,565-38.9% | $4,729-53.9% | $4,028-45.9% |
| Admin fee / account holder | $11,095 | $5,232+112.1% | $6,412+73.0% | $5,404+105.3% |