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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 | $70,462 | $48,267+46.0% | $68,808+2.4% | $68,486+2.9% |
| Participation rate | 33.3% | 60.7%-27.3pp | 69.0%-35.7pp | 67.9%-34.6pp |
| Annual return | -17.33% | -12.70%-4.6pp | -6.37%-11.0pp | -7.85%-9.5pp |
| Employer contribution / active EE | $971 | $1,829-46.9% | $2,656-63.4% | $2,597-62.6% |
| Participant deferral / active EE | $2,291 | $2,867-20.1% | $3,942-41.9% | $4,028-43.1% |
| Admin fee / account holder | $14,291 | $4,362+227.6% | $4,936+189.5% | $5,404+164.5% |