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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 | $86,914 | $48,235+80.2% | $68,803+26.3% | $68,490+26.9% |
| Participation rate | 42.6% | 60.7%-18.1pp | 69.0%-26.4pp | 67.9%-25.3pp |
| Annual return | -14.65% | -12.70%-2.0pp | -6.37%-8.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,168 | $1,829-36.1% | $2,656-56.0% | $2,597-55.0% |
| Participant deferral / active EE | $3,397 | $2,867+18.5% | $3,942-13.8% | $4,028-15.7% |
| Admin fee / account holder | $4,156 | $4,361-4.7% | $4,936-15.8% | $5,403-23.1% |