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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 | $88,104 | $48,267+82.5% | $68,794+28.1% | $68,495+28.6% |
| Participation rate | 50.9% | 60.7%-9.8pp | 69.0%-18.1pp | 67.9%-17.0pp |
| Annual return | -14.54% | -12.70%-1.8pp | -6.37%-8.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,215 | $1,829-33.6% | $2,656-54.2% | $2,596-53.2% |
| Participant deferral / active EE | $3,278 | $2,867+14.3% | $3,941-16.8% | $4,028-18.6% |
| Admin fee / account holder | $5,177 | $4,362+18.7% | $4,934+4.9% | $5,403-4.2% |