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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 | $85,908 | $64,729+32.7% | $112,263-23.5% | $68,490+25.4% |
| Participation rate | 54.8% | 67.2%-12.4pp | 75.1%-20.3pp | 67.9%-13.1pp |
| Annual return | -17.42% | -11.40%-6.0pp | 27.49%-44.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,216 | $2,746-19.3% | $3,636-39.1% | $2,597-14.7% |
| Participant deferral / active EE | $5,106 | $3,566+43.2% | $4,729+8.0% | $4,028+26.8% |
| Admin fee / account holder | $9,106 | $5,222+74.4% | $6,410+42.1% | $5,403+68.5% |