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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 | $92,444 | $64,719+42.8% | $112,249-17.6% | $68,486+35.0% |
| Participation rate | 50.6% | 67.2%-16.6pp | 75.1%-24.5pp | 67.9%-17.3pp |
| Annual return | -18.39% | -11.40%-7.0pp | 27.48%-45.9pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,799 | $2,747-34.5% | $3,636-50.5% | $2,597-30.7% |
| Participant deferral / active EE | $6,590 | $3,565+84.8% | $4,729+39.3% | $4,028+63.6% |
| Admin fee / account holder | $2,925 | $5,232-44.1% | $6,412-54.4% | $5,404-45.9% |