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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 | $102,084 | $59,819+70.7% | $79,583+28.3% | $68,490+49.0% |
| Participation rate | 64.4% | 61.1%+3.4pp | 69.5%-5.0pp | 67.9%-3.5pp |
| Annual return | -15.55% | -12.30%-3.3pp | 0.16%-15.7pp | -7.85%-7.7pp |
| Employer contribution / active EE | $473 | $1,505-68.6% | $2,414-80.4% | $2,597-81.8% |
| Participant deferral / active EE | $4,890 | $3,025+61.7% | $3,986+22.7% | $4,028+21.4% |
| Admin fee / account holder | $22,647 | $4,835+368.4% | $6,835+231.3% | $5,403+319.2% |