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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 | $118,979 | $73,848+61.1% | $143,799-17.3% | $68,486+73.7% |
| Participation rate | 44.8% | 66.7%-21.8pp | 80.3%-35.5pp | 67.9%-23.1pp |
| Annual return | -17.18% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,614 | $3,184-49.3% | $4,952-67.4% | $2,597-37.8% |
| Participant deferral / active EE | $3,299 | $3,385-2.5% | $5,638-41.5% | $4,028-18.1% |
| Admin fee / account holder | $9,714 | $5,755+68.8% | $14,677-33.8% | $5,404+79.8% |