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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 | $83,380 | $48,267+72.7% | $68,808+21.2% | $68,486+21.7% |
| Participation rate | 51.0% | 60.7%-9.6pp | 69.0%-18.0pp | 67.9%-16.9pp |
| Annual return | -17.62% | -12.70%-4.9pp | -6.37%-11.3pp | -7.85%-9.8pp |
| Employer contribution / active EE | $875 | $1,829-52.2% | $2,656-67.1% | $2,597-66.3% |
| Participant deferral / active EE | $1,317 | $2,867-54.0% | $3,942-66.6% | $4,028-67.3% |
| Admin fee / account holder | $6,656 | $4,362+52.6% | $4,936+34.8% | $5,404+23.2% |