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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 | $89,430 | $64,719+38.2% | $112,249-20.3% | $68,486+30.6% |
| Participation rate | 52.1% | 67.2%-15.1pp | 75.1%-23.0pp | 67.9%-15.8pp |
| Annual return | -19.08% | -11.40%-7.7pp | 27.48%-46.6pp | -7.85%-11.2pp |
| Employer contribution / active EE | $753 | $2,747-72.6% | $3,636-79.3% | $2,597-71.0% |
| Participant deferral / active EE | $3,050 | $3,565-14.4% | $4,729-35.5% | $4,028-24.3% |
| Admin fee / account holder | $4,561 | $5,232-12.8% | $6,412-28.9% | $5,404-15.6% |