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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 | $80,178 | $50,947+57.4% | $74,551+7.5% | $64,173+24.9% |
| Participation rate | 36.3% | 61.1%-24.8pp | 69.1%-32.9pp | 69.6%-33.3pp |
| Annual return | -4.87% | -1.85%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $610 | $1,115-45.3% | $1,961-68.9% | $2,381-74.4% |
| Participant deferral / active EE | $1,736 | $2,302-24.6% | $3,108-44.1% | $3,470-50.0% |
| Admin fee / account holder | $17,091 | $4,221+304.9% | $5,059+237.8% | $4,887+249.7% |