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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 | $88,366 | $64,729+36.5% | $112,263-21.3% | $68,490+29.0% |
| Participation rate | 58.1% | 67.2%-9.0pp | 75.1%-16.9pp | 67.9%-9.8pp |
| Annual return | -16.02% | -11.40%-4.6pp | 27.49%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,090 | $2,746-60.3% | $3,636-70.0% | $2,597-58.0% |
| Participant deferral / active EE | $2,181 | $3,566-38.8% | $4,729-53.9% | $4,028-45.8% |
| Admin fee / account holder | $308 | $5,222-94.1% | $6,410-95.2% | $5,403-94.3% |