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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 | $80,595 | $59,813+34.7% | $79,580+1.3% | $68,486+17.7% |
| Participation rate | 53.6% | 61.1%-7.4pp | 69.5%-15.9pp | 67.9%-14.3pp |
| Annual return | -16.08% | -12.30%-3.8pp | 0.15%-16.2pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,019 | $1,505-32.3% | $2,413-57.8% | $2,597-60.8% |
| Participant deferral / active EE | $4,271 | $3,024+41.2% | $3,985+7.2% | $4,028+6.0% |
| Admin fee / account holder | $14,293 | $4,835+195.6% | $6,835+109.1% | $5,404+164.5% |