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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 | $84,304 | $45,872+83.8% | $77,081+9.4% | $68,495+23.1% |
| Participation rate | 61.8% | 55.9%+5.8pp | 67.9%-6.2pp | 67.9%-6.1pp |
| Annual return | -10.64% | 1.73%-12.4pp | 42.33%-53.0pp | -7.84%-2.8pp |
| Employer contribution / active EE | $1,081 | $1,650-34.5% | $2,813-61.6% | $2,596-58.4% |
| Participant deferral / active EE | $1,312 | $2,963-55.7% | $4,428-70.4% | $4,028-67.4% |
| Admin fee / account holder | $536 | $3,041-82.4% | $5,427-90.1% | $5,403-90.1% |