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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 | $113,518 | $64,719+75.4% | $112,249+1.1% | $68,486+65.8% |
| Participation rate | 55.9% | 67.2%-11.2pp | 75.1%-19.1pp | 67.9%-12.0pp |
| Annual return | -10.30% | -11.40%+1.1pp | 27.48%-37.8pp | -7.85%-2.4pp |
| Employer contribution / active EE | $1,181 | $2,747-57.0% | $3,636-67.5% | $2,597-54.5% |
| Participant deferral / active EE | $2,678 | $3,565-24.9% | $4,729-43.4% | $4,028-33.5% |
| Admin fee / account holder | $3,028 | $5,232-42.1% | $6,412-52.8% | $5,404-44.0% |