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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 | $80,608 | $50,947+58.2% | $74,549+8.1% | $64,173+25.6% |
| Participation rate | 53.8% | 61.1%-7.3pp | 69.1%-15.4pp | 69.6%-15.8pp |
| Annual return | -6.18% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $596 | $1,115-46.6% | $1,961-69.6% | $2,381-75.0% |
| Participant deferral / active EE | $2,411 | $2,302+4.8% | $3,108-22.4% | $3,470-30.5% |
| Admin fee / account holder | $7,274 | $4,221+72.3% | $5,059+43.8% | $4,887+48.8% |