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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 | $96,505 | $73,863+30.7% | $143,797-32.9% | $68,490+40.9% |
| Participation rate | 53.1% | 66.7%-13.6pp | 80.3%-27.3pp | 67.9%-14.8pp |
| Annual return | -15.13% | 0.91%-16.0pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,122 | $3,185-64.8% | $4,952-77.3% | $2,597-56.8% |
| Participant deferral / active EE | $2,133 | $3,385-37.0% | $5,638-62.2% | $4,028-47.0% |
| Admin fee / account holder | $2,265 | $5,756-60.6% | $14,679-84.6% | $5,403-58.1% |