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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 | $136,808 | $81,870+67.1% | $119,634+14.4% | $68,490+99.7% |
| Participation rate | 56.1% | 71.9%-15.8pp | 79.3%-23.2pp | 67.9%-11.8pp |
| Annual return | -17.92% | -23.82%+5.9pp | -14.98%-2.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,473 | $4,148+7.8% | $5,601-20.1% | $4,028+11.1% |
| Admin fee / account holder | $17,838 | $6,583+171.0% | $10,329+72.7% | $5,403+230.2% |