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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 | $110,852 | $48,235+129.8% | $68,803+61.1% | $68,490+61.9% |
| Participation rate | 45.0% | 60.7%-15.7pp | 69.0%-24.0pp | 67.9%-22.9pp |
| Annual return | -14.06% | -12.70%-1.4pp | -6.37%-7.7pp | -7.85%-6.2pp |
| Employer contribution / active EE | $899 | $1,829-50.8% | $2,656-66.2% | $2,597-65.4% |
| Participant deferral / active EE | $2,336 | $2,867-18.5% | $3,942-40.7% | $4,028-42.0% |
| Admin fee / account holder | $5,629 | $4,361+29.1% | $4,936+14.0% | $5,403+4.2% |