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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 | $165,807 | $50,947+225.4% | $74,551+122.4% | $64,173+158.4% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.1%-13.6pp | 69.6%-14.0pp |
| Annual return | -5.48% | -1.85%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,343 | $1,115+20.4% | $1,961-31.5% | $2,381-43.6% |
| Participant deferral / active EE | $4,588 | $2,302+99.3% | $3,108+47.6% | $3,470+32.2% |
| Admin fee / account holder | $10,011 | $4,221+137.2% | $5,059+97.9% | $4,887+104.8% |