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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 | $104,323 | $73,839+41.3% | $143,788-27.4% | $68,495+52.3% |
| Participation rate | 58.3% | 66.7%-8.3pp | 80.3%-22.0pp | 67.9%-9.6pp |
| Annual return | -15.89% | 1.01%-16.9pp | -0.03%-15.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,788 | $3,184-43.9% | $4,952-63.9% | $2,596-31.1% |
| Participant deferral / active EE | $3,589 | $3,384+6.0% | $5,638-36.3% | $4,028-10.9% |
| Admin fee / account holder | $3,218 | $5,755-44.1% | $14,675-78.1% | $5,403-40.4% |