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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 | $100,337 | $48,267+107.9% | $68,808+45.8% | $68,486+46.5% |
| Participation rate | 45.6% | 60.7%-15.1pp | 69.0%-23.4pp | 67.9%-22.3pp |
| Annual return | -17.13% | -12.70%-4.4pp | -6.37%-10.8pp | -7.85%-9.3pp |
| Employer contribution / active EE | $525 | $1,829-71.3% | $2,656-80.2% | $2,597-79.8% |
| Participant deferral / active EE | $2,594 | $2,867-9.5% | $3,942-34.2% | $4,028-35.6% |
| Admin fee / account holder | $4,812 | $4,362+10.3% | $4,936-2.5% | $5,404-11.0% |