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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 | $111,051 | $72,177+53.9% | $115,038-3.5% | $59,633+86.2% |
| Participation rate | 68.8% | 72.6%-3.8pp | 81.4%-12.6pp | 68.7%+0.1pp |
| Annual return | -0.47% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $3,007 | $2,841+5.8% | $4,608-34.7% | $2,203+36.5% |
| Participant deferral / active EE | $8,450 | $4,783+76.7% | $6,026+40.2% | $3,192+164.8% |
| Admin fee / account holder | $866 | $4,927-82.4% | $8,175-89.4% | $4,297-79.8% |