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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 | $81,089 | $64,719+25.3% | $112,249-27.8% | $68,486+18.4% |
| Participation rate | 59.1% | 67.2%-8.1pp | 75.1%-16.0pp | 67.9%-8.8pp |
| Annual return | -0.51% | -11.40%+10.9pp | 27.48%-28.0pp | -7.85%+7.3pp |
| Employer contribution / active EE | $1,071 | $2,747-61.0% | $3,636-70.6% | $2,597-58.8% |
| Participant deferral / active EE | $2,903 | $3,565-18.6% | $4,729-38.6% | $4,028-27.9% |
| Admin fee / account holder | $9,669 | $5,232+84.8% | $6,412+50.8% | $5,404+78.9% |