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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 | $135,533 | $59,813+126.6% | $79,580+70.3% | $68,486+97.9% |
| Participation rate | 59.4% | 61.1%-1.7pp | 69.5%-10.1pp | 67.9%-8.5pp |
| Annual return | -13.63% | -12.30%-1.3pp | 0.15%-13.8pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,461 | $1,505-3.0% | $2,413-39.5% | $2,597-43.7% |
| Participant deferral / active EE | $4,106 | $3,024+35.8% | $3,985+3.0% | $4,028+2.0% |
| Admin fee / account holder | $1,973 | $4,835-59.2% | $6,835-71.1% | $5,404-63.5% |