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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 | $89,509 | $73,839+21.2% | $143,788-37.7% | $68,495+30.7% |
| Participation rate | 36.5% | 66.7%-30.2pp | 80.3%-43.8pp | 67.9%-31.4pp |
| Annual return | -14.77% | 1.01%-15.8pp | -0.03%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,502 | $3,184-52.8% | $4,952-69.7% | $2,596-42.2% |
| Participant deferral / active EE | $2,511 | $3,384-25.8% | $5,638-55.5% | $4,028-37.7% |
| Admin fee / account holder | $8,535 | $5,755+48.3% | $14,675-41.8% | $5,403+58.0% |