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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 | $86,447 | $59,834+44.5% | $79,576+8.6% | $68,495+26.2% |
| Participation rate | 21.9% | 61.1%-39.2pp | 69.5%-47.6pp | 67.9%-46.0pp |
| Annual return | -18.36% | -12.30%-6.1pp | 0.15%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,189 | $1,505+111.9% | $2,413+32.1% | $2,596+22.8% |
| Participant deferral / active EE | $3,694 | $3,024+22.1% | $3,985-7.3% | $4,028-8.3% |
| Admin fee / account holder | $532 | $4,835-89.0% | $6,834-92.2% | $5,403-90.2% |