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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 | $96,263 | $71,873+33.9% | $86,698+11.0% | $68,490+40.6% |
| Participation rate | 59.7% | 72.2%-12.5pp | 76.6%-16.9pp | 67.9%-8.2pp |
| Annual return | -12.67% | 3.54%-16.2pp | 35.96%-48.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $1,016 | $2,173-53.3% | $2,837-64.2% | $2,597-60.9% |
| Participant deferral / active EE | $4,598 | $3,779+21.7% | $4,656-1.3% | $4,028+14.1% |
| Admin fee / account holder | $18,109 | $6,110+196.4% | $7,492+141.7% | $5,403+235.2% |