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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 | $93,411 | $71,878+30.0% | $86,698+7.7% | $68,486+36.4% |
| Participation rate | 52.8% | 72.2%-19.4pp | 76.6%-23.8pp | 67.9%-15.1pp |
| Annual return | -13.44% | 3.53%-17.0pp | 35.95%-49.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $997 | $2,173-54.1% | $2,837-64.9% | $2,597-61.6% |
| Participant deferral / active EE | $2,751 | $3,779-27.2% | $4,656-40.9% | $4,028-31.7% |
| Admin fee / account holder | $1,753 | $6,113-71.3% | $7,493-76.6% | $5,404-67.6% |