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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 | $75,308 | $48,264+56.0% | $68,790+9.5% | $68,498+9.9% |
| Participation rate | 48.0% | 60.7%-12.7pp | 69.0%-21.0pp | 67.9%-19.9pp |
| Annual return | -16.25% | -12.70%-3.5pp | -6.38%-9.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $11,976 | $1,829+554.9% | $2,655+351.0% | $2,596+361.2% |
| Participant deferral / active EE | $23,752 | $2,867+728.5% | $3,941+502.7% | $4,027+489.8% |
| Admin fee / account holder | $8,307 | $4,360+90.5% | $4,934+68.4% | $5,403+53.8% |