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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 | $79,948 | $49,280+62.2% | $67,313+18.8% | $64,173+24.6% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.1%-29.1pp | 69.6%-29.6pp |
| Annual return | -4.16% | -1.39%-2.8pp | -4.08%-0.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $929 | $1,668-44.3% | $2,566-63.8% | $2,381-61.0% |
| Participant deferral / active EE | $1,671 | $2,484-32.7% | $3,568-53.2% | $3,470-51.8% |
| Admin fee / account holder | $9,767 | $3,863+152.9% | $4,507+116.7% | $4,887+99.8% |