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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 | $115,436 | $59,813+93.0% | $79,580+45.1% | $68,486+68.6% |
| Participation rate | 62.9% | 61.1%+1.8pp | 69.5%-6.6pp | 67.9%-5.0pp |
| Annual return | 28.17% | -12.30%+40.5pp | 0.15%+28.0pp | -7.85%+36.0pp |
| Employer contribution / active EE | $1,183 | $1,505-21.4% | $2,413-51.0% | $2,597-54.4% |
| Participant deferral / active EE | $4,089 | $3,024+35.2% | $3,985+2.6% | $4,028+1.5% |
| Admin fee / account holder | $5,192 | $4,835+7.4% | $6,835-24.0% | $5,404-3.9% |