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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 | $155,080 | $73,848+110.0% | $143,799+7.8% | $68,486+126.4% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.0pp |
| Annual return | -17.69% | 0.91%-18.6pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,461 | $3,184-54.1% | $4,952-70.5% | $2,597-43.7% |
| Participant deferral / active EE | $3,131 | $3,385-7.5% | $5,638-44.5% | $4,028-22.3% |
| Admin fee / account holder | $1,028 | $5,755-82.1% | $14,677-93.0% | $5,404-81.0% |