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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 | $113,504 | $64,729+75.4% | $112,263+1.1% | $68,490+65.7% |
| Participation rate | 53.7% | 67.2%-13.4pp | 75.1%-21.4pp | 67.9%-14.2pp |
| Annual return | -14.40% | -11.40%-3.0pp | 27.49%-41.9pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,399 | $2,746-49.0% | $3,636-61.5% | $2,597-46.1% |
| Participant deferral / active EE | $2,282 | $3,566-36.0% | $4,729-51.8% | $4,028-43.4% |
| Admin fee / account holder | $1,652 | $5,222-68.4% | $6,410-74.2% | $5,403-69.4% |