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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 | $96,160 | $48,235+99.4% | $68,803+39.8% | $68,490+40.4% |
| Participation rate | 48.9% | 60.7%-11.7pp | 69.0%-20.1pp | 67.9%-19.0pp |
| Annual return | -18.64% | -12.70%-5.9pp | -6.37%-12.3pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,993 | $1,829+9.0% | $2,656-24.9% | $2,597-23.2% |
| Participant deferral / active EE | $4,830 | $2,867+68.5% | $3,942+22.5% | $4,028+19.9% |
| Admin fee / account holder | $1,685 | $4,361-61.4% | $4,936-65.9% | $5,403-68.8% |