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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 | $141,148 | $59,813+136.0% | $79,580+77.4% | $68,486+106.1% |
| Participation rate | 39.1% | 61.1%-21.9pp | 69.5%-30.4pp | 67.9%-28.8pp |
| Annual return | -13.70% | -12.30%-1.4pp | 0.15%-13.9pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,205 | $1,505-19.9% | $2,413-50.1% | $2,597-53.6% |
| Participant deferral / active EE | $4,229 | $3,024+39.8% | $3,985+6.1% | $4,028+5.0% |
| Admin fee / account holder | $5,031 | $4,835+4.1% | $6,835-26.4% | $5,404-6.9% |