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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 | $78,072 | $73,839+5.7% | $143,788-45.7% | $68,495+14.0% |
| Participation rate | 37.3% | 66.7%-29.3pp | 80.3%-43.0pp | 67.9%-30.6pp |
| Annual return | -18.73% | 1.01%-19.7pp | -0.03%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,348 | $3,184-26.2% | $4,952-52.6% | $2,596-9.6% |
| Participant deferral / active EE | $4,572 | $3,384+35.1% | $5,638-18.9% | $4,028+13.5% |
| Admin fee / account holder | $1,548 | $5,755-73.1% | $14,675-89.5% | $5,403-71.4% |