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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 | $94,249 | $49,280+91.3% | $67,313+40.0% | $64,173+46.9% |
| Participation rate | 51.2% | 60.8%-9.6pp | 69.1%-17.9pp | 69.6%-18.4pp |
| Annual return | -6.17% | -1.39%-4.8pp | -4.08%-2.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $467 | $1,668-72.0% | $2,566-81.8% | $2,381-80.4% |
| Participant deferral / active EE | $2,077 | $2,484-16.4% | $3,568-41.8% | $3,470-40.1% |
| Admin fee / account holder | $1,723 | $3,863-55.4% | $4,507-61.8% | $4,887-64.7% |