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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 | $105,928 | $59,819+77.1% | $79,583+33.1% | $68,490+54.7% |
| Participation rate | 22.0% | 61.1%-39.1pp | 69.5%-47.5pp | 67.9%-45.9pp |
| Annual return | -17.26% | -12.30%-5.0pp | 0.16%-17.4pp | -7.85%-9.4pp |
| Employer contribution / active EE | $986 | $1,505-34.5% | $2,414-59.1% | $2,597-62.0% |
| Participant deferral / active EE | $2,039 | $3,025-32.6% | $3,986-48.9% | $4,028-49.4% |
| Admin fee / account holder | $2,882 | $4,835-40.4% | $6,835-57.8% | $5,403-46.7% |