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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 | $123,043 | $64,716+90.1% | $112,258+9.6% | $68,495+79.6% |
| Participation rate | 51.4% | 67.2%-15.8pp | 75.1%-23.7pp | 67.9%-16.5pp |
| Annual return | -16.19% | -11.40%-4.8pp | 27.47%-43.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $911 | $2,746-66.8% | $3,636-75.0% | $2,596-64.9% |
| Participant deferral / active EE | $2,877 | $3,565-19.3% | $4,728-39.2% | $4,028-28.6% |
| Admin fee / account holder | $5,839 | $5,232+11.6% | $6,411-8.9% | $5,403+8.1% |