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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 | $177,556 | $77,817+128.2% | $123,553+43.7% | $64,173+176.7% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.3%-25.2pp | 69.6%-12.4pp |
| Annual return | -0.90% | 12.49%-13.4pp | 119.21%-120.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $1,704 | $3,014-43.5% | $4,628-63.2% | $2,381-28.4% |
| Participant deferral / active EE | $3,161 | $5,240-39.7% | $6,426-50.8% | $3,470-8.9% |
| Admin fee / account holder | $28,360 | $5,519+413.9% | $9,284+205.5% | $4,887+480.3% |