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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 | $113,431 | $59,813+89.6% | $79,580+42.5% | $68,486+65.6% |
| Participation rate | 50.8% | 61.1%-10.2pp | 69.5%-18.6pp | 67.9%-17.0pp |
| Annual return | -17.55% | -12.30%-5.3pp | 0.15%-17.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,795 | $1,505+19.3% | $2,413-25.6% | $2,597-30.9% |
| Participant deferral / active EE | $4,153 | $3,024+37.3% | $3,985+4.2% | $4,028+3.1% |
| Admin fee / account holder | $4,828 | $4,835-0.1% | $6,835-29.4% | $5,404-10.7% |