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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 | $85,942 | $42,383+102.8% | $76,518+12.3% | $64,173+33.9% |
| Participation rate | 53.8% | 58.1%-4.3pp | 68.0%-14.2pp | 69.6%-15.7pp |
| Annual return | -8.26% | -16.54%+8.3pp | -0.27%-8.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $732 | $1,563-53.1% | $2,647-72.3% | $2,381-69.2% |
| Participant deferral / active EE | $3,345 | $2,566+30.3% | $3,836-12.8% | $3,470-3.6% |
| Admin fee / account holder | $2,825 | $3,198-11.7% | $4,849-41.7% | $4,887-42.2% |