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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 | $112,207 | $59,819+87.6% | $79,583+41.0% | $68,490+63.8% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -15.24% | -12.30%-2.9pp | 0.16%-15.4pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,116 | $1,505+40.6% | $2,414-12.3% | $2,597-18.5% |
| Participant deferral / active EE | $5,287 | $3,025+74.8% | $3,986+32.6% | $4,028+31.3% |
| Admin fee / account holder | $4,609 | $4,835-4.7% | $6,835-32.6% | $5,403-14.7% |