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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 | $124,103 | $73,848+68.1% | $143,799-13.7% | $68,486+81.2% |
| Participation rate | 62.3% | 66.7%-4.4pp | 80.3%-18.1pp | 67.9%-5.6pp |
| Annual return | -18.67% | 0.91%-19.6pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,890 | $3,184-40.7% | $4,952-61.8% | $2,597-27.2% |
| Participant deferral / active EE | $3,089 | $3,385-8.7% | $5,638-45.2% | $4,028-23.3% |
| Admin fee / account holder | $4,224 | $5,755-26.6% | $14,677-71.2% | $5,404-21.8% |