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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 | $93,084 | $59,813+55.6% | $79,580+17.0% | $68,486+35.9% |
| Participation rate | 54.8% | 61.1%-6.2pp | 69.5%-14.6pp | 67.9%-13.1pp |
| Annual return | -16.71% | -12.30%-4.4pp | 0.15%-16.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,347 | $1,505-10.5% | $2,413-44.2% | $2,597-48.1% |
| Participant deferral / active EE | $2,582 | $3,024-14.6% | $3,985-35.2% | $4,028-35.9% |
| Admin fee / account holder | $5,253 | $4,835+8.6% | $6,835-23.1% | $5,404-2.8% |