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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 | $82,523 | $53,546+54.1% | $69,890+18.1% | $68,490+20.5% |
| Participation rate | 42.9% | 64.5%-21.7pp | 70.5%-27.6pp | 67.9%-25.0pp |
| Annual return | -17.38% | -13.87%-3.5pp | 190.84%-208.2pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,141 | $2,019-43.5% | $2,560-55.4% | $2,597-56.0% |
| Participant deferral / active EE | $3,172 | $2,957+7.3% | $3,848-17.6% | $4,028-21.3% |
| Admin fee / account holder | $2,240 | $4,693-52.3% | $6,267-64.3% | $5,403-58.5% |