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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 | $91,124 | $48,235+88.9% | $68,803+32.4% | $68,490+33.0% |
| Participation rate | 34.8% | 60.7%-25.9pp | 69.0%-34.2pp | 67.9%-33.1pp |
| Annual return | -18.78% | -12.70%-6.1pp | -6.37%-12.4pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,419 | $1,829-22.4% | $2,656-46.6% | $2,597-45.3% |
| Participant deferral / active EE | $2,574 | $2,867-10.2% | $3,942-34.7% | $4,028-36.1% |
| Admin fee / account holder | $2,461 | $4,361-43.6% | $4,936-50.1% | $5,403-54.4% |