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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 | $96,500 | $77,817+24.0% | $123,553-21.9% | $64,173+50.4% |
| Participation rate | 69.2% | 74.7%-5.5pp | 82.3%-13.1pp | 69.6%-0.3pp |
| Annual return | -6.21% | 12.49%-18.7pp | 119.21%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,113 | $3,014+3.3% | $4,628-32.7% | $2,381+30.8% |
| Participant deferral / active EE | $6,978 | $5,240+33.2% | $6,426+8.6% | $3,470+101.1% |
| Admin fee / account holder | $1,829 | $5,519-66.9% | $9,284-80.3% | $4,887-62.6% |