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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 | $103,835 | $59,813+73.6% | $79,580+30.5% | $68,486+51.6% |
| Participation rate | 47.4% | 61.1%-13.7pp | 69.5%-22.1pp | 67.9%-20.5pp |
| Annual return | -13.03% | -12.30%-0.7pp | 0.15%-13.2pp | -7.85%-5.2pp |
| Employer contribution / active EE | $824 | $1,505-45.3% | $2,413-65.9% | $2,597-68.3% |
| Participant deferral / active EE | $4,214 | $3,024+39.3% | $3,985+5.7% | $4,028+4.6% |
| Admin fee / account holder | $14,794 | $4,835+206.0% | $6,835+116.4% | $5,404+173.8% |