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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 | $91,074 | $73,019+24.7% | $90,766+0.3% | $68,490+33.0% |
| Participation rate | 51.4% | 70.8%-19.4pp | 75.7%-24.3pp | 67.9%-16.5pp |
| Annual return | -15.12% | -13.81%-1.3pp | -12.16%-3.0pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,435 | $2,193-34.6% | $2,922-50.9% | $2,597-44.8% |
| Participant deferral / active EE | $3,170 | $3,626-12.6% | $4,565-30.6% | $4,028-21.3% |
| Admin fee / account holder | $3,048 | $5,897-48.3% | $8,446-63.9% | $5,403-43.6% |