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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 | $103,363 | $50,947+102.9% | $74,549+38.7% | $64,173+61.1% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.1%-35.8pp | 69.6%-36.2pp |
| Annual return | -4.57% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $652 | $1,115-41.6% | $1,961-66.8% | $2,381-72.6% |
| Participant deferral / active EE | $1,127 | $2,302-51.0% | $3,108-63.8% | $3,470-67.5% |
| Admin fee / account holder | $7,563 | $4,221+79.2% | $5,059+49.5% | $4,887+54.8% |