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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 | $84,122 | $64,729+30.0% | $112,263-25.1% | $68,490+22.8% |
| Participation rate | 52.8% | 67.2%-14.4pp | 75.1%-22.3pp | 67.9%-15.1pp |
| Annual return | -17.21% | -11.40%-5.8pp | 27.49%-44.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,547 | $2,746-43.6% | $3,636-57.4% | $2,597-40.4% |
| Participant deferral / active EE | $3,840 | $3,566+7.7% | $4,729-18.8% | $4,028-4.7% |
| Admin fee / account holder | $934 | $5,222-82.1% | $6,410-85.4% | $5,403-82.7% |