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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 | $90,752 | $59,819+51.7% | $79,583+14.0% | $68,490+32.5% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -14.15% | -12.30%-1.9pp | 0.16%-14.3pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,681 | $1,505+11.6% | $2,414-30.4% | $2,597-35.3% |
| Participant deferral / active EE | $3,251 | $3,025+7.5% | $3,986-18.4% | $4,028-19.3% |
| Admin fee / account holder | $2,352 | $4,835-51.3% | $6,835-65.6% | $5,403-56.5% |