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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 | $95,433 | $73,848+29.2% | $143,799-33.6% | $68,486+39.3% |
| Participation rate | 32.6% | 66.7%-34.1pp | 80.3%-47.8pp | 67.9%-35.3pp |
| Annual return | -16.15% | 0.91%-17.1pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $818 | $3,184-74.3% | $4,952-83.5% | $2,597-68.5% |
| Participant deferral / active EE | $2,344 | $3,385-30.7% | $5,638-58.4% | $4,028-41.8% |
| Admin fee / account holder | $946 | $5,755-83.6% | $14,677-93.6% | $5,404-82.5% |