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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 | $93,298 | $59,819+56.0% | $79,583+17.2% | $68,490+36.2% |
| Participation rate | 24.0% | 61.1%-37.1pp | 69.5%-45.5pp | 67.9%-43.9pp |
| Annual return | -11.16% | -12.30%+1.1pp | 0.16%-11.3pp | -7.85%-3.3pp |
| Employer contribution / active EE | $778 | $1,505-48.3% | $2,414-67.8% | $2,597-70.0% |
| Participant deferral / active EE | $2,098 | $3,025-30.6% | $3,986-47.4% | $4,028-47.9% |
| Admin fee / account holder | $7,956 | $4,835+64.5% | $6,835+16.4% | $5,403+47.3% |