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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 | $135,612 | $56,339+140.7% | $104,301+30.0% | $68,486+98.0% |
| Participation rate | 30.1% | 63.3%-33.1pp | 73.3%-43.1pp | 67.9%-37.8pp |
| Annual return | -13.45% | -9.19%-4.3pp | 24.61%-38.1pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,040 | $1,960-46.9% | $3,373-69.2% | $2,597-59.9% |
| Participant deferral / active EE | $2,519 | $3,077-18.2% | $4,626-45.6% | $4,028-37.5% |
| Admin fee / account holder | $2,377 | $4,902-51.5% | $7,340-67.6% | $5,404-56.0% |