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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 | $74,749 | $56,339+32.7% | $104,301-28.3% | $68,486+9.1% |
| Participation rate | 28.6% | 63.3%-34.7pp | 73.3%-44.7pp | 67.9%-39.3pp |
| Annual return | -5.78% | -9.19%+3.4pp | 24.61%-30.4pp | -7.85%+2.1pp |
| Employer contribution / active EE | $888 | $1,960-54.7% | $3,373-73.7% | $2,597-65.8% |
| Participant deferral / active EE | $2,283 | $3,077-25.8% | $4,626-50.6% | $4,028-43.3% |
| Admin fee / account holder | $330 | $4,902-93.3% | $7,340-95.5% | $5,404-93.9% |