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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 | $108,412 | $59,813+81.3% | $79,580+36.2% | $68,486+58.3% |
| Participation rate | 19.3% | 61.1%-41.8pp | 69.5%-50.2pp | 67.9%-48.6pp |
| Annual return | -18.48% | -12.30%-6.2pp | 0.15%-18.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $372 | $1,505-75.3% | $2,413-84.6% | $2,597-85.7% |
| Participant deferral / active EE | $1,286 | $3,024-57.5% | $3,985-67.7% | $4,028-68.1% |
| Admin fee / account holder | $1,697 | $4,835-64.9% | $6,835-75.2% | $5,404-68.6% |