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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 | $109,203 | $73,009+49.6% | $90,760+20.3% | $68,486+59.5% |
| Participation rate | 57.5% | 70.8%-13.3pp | 75.7%-18.2pp | 67.9%-10.4pp |
| Annual return | -12.24% | -13.81%+1.6pp | -12.16%-0.1pp | -7.85%-4.4pp |
| Employer contribution / active EE | $612 | $2,193-72.1% | $2,922-79.1% | $2,597-76.4% |
| Participant deferral / active EE | $1,634 | $3,626-54.9% | $4,565-64.2% | $4,028-59.4% |
| Admin fee / account holder | $4,507 | $5,896-23.6% | $8,444-46.6% | $5,404-16.6% |