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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 | $98,219 | $49,280+99.3% | $67,313+45.9% | $64,181+53.0% |
| Participation rate | 60.8% | 60.8%0pp | 69.1%-8.3pp | 69.6%-8.8pp |
| Annual return | -5.46% | -1.39%-4.1pp | -4.08%-1.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $933 | $1,668-44.1% | $2,566-63.6% | $2,381-60.8% |
| Participant deferral / active EE | $6,054 | $2,484+143.7% | $3,568+69.7% | $3,470+74.5% |
| Admin fee / account holder | $1,839 | $3,863-52.4% | $4,507-59.2% | $4,887-62.4% |