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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 | $86,835 | $64,729+34.2% | $112,263-22.7% | $68,490+26.8% |
| Participation rate | 45.0% | 67.2%-22.2pp | 75.1%-30.1pp | 67.9%-22.9pp |
| Annual return | -17.14% | -11.40%-5.7pp | 27.49%-44.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,106 | $2,746-59.7% | $3,636-69.6% | $2,597-57.4% |
| Participant deferral / active EE | $1,624 | $3,566-54.5% | $4,729-65.7% | $4,028-59.7% |
| Admin fee / account holder | $4,619 | $5,222-11.5% | $6,410-27.9% | $5,403-14.5% |