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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 | $94,111 | $59,813+57.3% | $79,580+18.3% | $68,486+37.4% |
| Participation rate | 28.1% | 61.1%-32.9pp | 69.5%-41.4pp | 67.9%-39.8pp |
| Annual return | -13.46% | -12.30%-1.2pp | 0.15%-13.6pp | -7.85%-5.6pp |
| Employer contribution / active EE | $698 | $1,505-53.6% | $2,413-71.1% | $2,597-73.1% |
| Participant deferral / active EE | $2,840 | $3,024-6.1% | $3,985-28.7% | $4,028-29.5% |
| Admin fee / account holder | $7,347 | $4,835+52.0% | $6,835+7.5% | $5,404+36.0% |