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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 | $97,295 | $59,813+62.7% | $79,580+22.3% | $68,486+42.1% |
| Participation rate | 48.0% | 61.1%-13.1pp | 69.5%-21.5pp | 67.9%-19.9pp |
| Annual return | -11.64% | -12.30%+0.7pp | 0.15%-11.8pp | -7.85%-3.8pp |
| Employer contribution / active EE | $471 | $1,505-68.7% | $2,413-80.5% | $2,597-81.8% |
| Participant deferral / active EE | $2,014 | $3,024-33.4% | $3,985-49.5% | $4,028-50.0% |
| Admin fee / account holder | $3,413 | $4,835-29.4% | $6,835-50.1% | $5,404-36.8% |