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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 | $97,460 | $64,719+50.6% | $112,249-13.2% | $68,486+42.3% |
| Participation rate | 53.1% | 67.2%-14.0pp | 75.1%-21.9pp | 67.9%-14.8pp |
| Annual return | -11.63% | -11.40%-0.2pp | 27.48%-39.1pp | -7.85%-3.8pp |
| Employer contribution / active EE | $1,663 | $2,747-39.5% | $3,636-54.3% | $2,597-36.0% |
| Participant deferral / active EE | $2,720 | $3,565-23.7% | $4,729-42.5% | $4,028-32.5% |
| Admin fee / account holder | $1,631 | $5,232-68.8% | $6,412-74.6% | $5,404-69.8% |