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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 | $82,609 | $50,947+62.1% | $74,551+10.8% | $64,173+28.7% |
| Participation rate | 54.8% | 61.1%-6.3pp | 69.1%-14.4pp | 69.6%-14.8pp |
| Annual return | -5.47% | -1.85%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,189 | $1,115+6.6% | $1,961-39.4% | $2,381-50.1% |
| Participant deferral / active EE | $3,067 | $2,302+33.3% | $3,108-1.3% | $3,470-11.6% |
| Admin fee / account holder | $13,682 | $4,221+224.1% | $5,059+170.4% | $4,887+179.9% |