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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 | $100,919 | $64,716+55.9% | $112,258-10.1% | $68,495+47.3% |
| Participation rate | 31.7% | 67.2%-35.4pp | 75.1%-43.3pp | 67.9%-36.1pp |
| Annual return | -16.17% | -11.40%-4.8pp | 27.47%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,081 | $2,746-60.7% | $3,636-70.3% | $2,596-58.4% |
| Participant deferral / active EE | $1,987 | $3,565-44.3% | $4,728-58.0% | $4,028-50.7% |
| Admin fee / account holder | $1,350 | $5,232-74.2% | $6,411-78.9% | $5,403-75.0% |