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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 | $95,564 | $73,848+29.4% | $143,799-33.5% | $68,486+39.5% |
| Participation rate | 56.7% | 66.7%-10.0pp | 80.3%-23.6pp | 67.9%-11.2pp |
| Annual return | -0.15% | 0.91%-1.1pp | -0.04%-0.1pp | -7.85%+7.7pp |
| Employer contribution / active EE | $1,684 | $3,184-47.1% | $4,952-66.0% | $2,597-35.1% |
| Participant deferral / active EE | $3,711 | $3,385+9.6% | $5,638-34.2% | $4,028-7.9% |
| Admin fee / account holder | $8,371 | $5,755+45.5% | $14,677-43.0% | $5,404+54.9% |