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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 | $91,223 | $72,388+26.0% | $111,392-18.1% | $64,173+42.2% |
| Participation rate | 48.3% | 70.5%-22.2pp | 78.9%-30.6pp | 69.6%-21.3pp |
| Annual return | -6.28% | -1.50%-4.8pp | -2.06%-4.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,163 | $3,000-61.2% | $4,328-73.1% | $2,381-51.2% |
| Participant deferral / active EE | $2,498 | $4,241-41.1% | $5,567-55.1% | $3,470-28.0% |
| Admin fee / account holder | $2,921 | $5,719-48.9% | $12,266-76.2% | $4,887-40.2% |