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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 | $61,390 | $44,221+38.8% | $121,220-49.4% | $56,287+9.1% |
| Participation rate | 17.4% | 61.1%-43.6pp | 71.8%-54.3pp | 69.9%-52.4pp |
| Annual return | -5.78% | -3.58%-2.2pp | 16.94%-22.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $359 | $1,480-75.8% | $4,023-91.1% | $2,111-83.0% |
| Participant deferral / active EE | $1,245 | $2,521-50.6% | $3,345-62.8% | $3,350-62.8% |
| Admin fee / account holder | $2,705 | $480+463.1% | $5,021-46.1% | $521+419.2% |