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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 | $102,238 | $71,873+42.2% | $86,698+17.9% | $68,490+49.3% |
| Participation rate | 33.3% | 72.2%-38.9pp | 76.6%-43.3pp | 67.9%-34.6pp |
| Annual return | -13.16% | 3.54%-16.7pp | 35.96%-49.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,030 | $2,173-52.6% | $2,837-63.7% | $2,597-60.3% |
| Participant deferral / active EE | $2,309 | $3,779-38.9% | $4,656-50.4% | $4,028-42.7% |
| Admin fee / account holder | $2,235 | $6,110-63.4% | $7,492-70.2% | $5,403-58.6% |