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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 | $93,682 | $42,383+121.0% | $76,518+22.4% | $64,173+46.0% |
| Participation rate | 13.5% | 58.1%-44.6pp | 68.0%-54.5pp | 69.6%-56.1pp |
| Annual return | -7.55% | -16.54%+9.0pp | -0.27%-7.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $399 | $1,563-74.5% | $2,647-84.9% | $2,381-83.2% |
| Participant deferral / active EE | $1,187 | $2,566-53.7% | $3,836-69.0% | $3,470-65.8% |
| Admin fee / account holder | $1,666 | $3,198-47.9% | $4,849-65.6% | $4,887-65.9% |