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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 | $189,473 | $73,009+159.5% | $90,760+108.8% | $68,486+176.7% |
| Participation rate | 66.7% | 70.8%-4.2pp | 75.7%-9.0pp | 67.9%-1.2pp |
| Annual return | -11.08% | -13.81%+2.7pp | -12.16%+1.1pp | -7.85%-3.2pp |
| Employer contribution / active EE | $1,991 | $2,193-9.2% | $2,922-31.8% | $2,597-23.3% |
| Participant deferral / active EE | $6,611 | $3,626+82.3% | $4,565+44.8% | $4,028+64.1% |
| Admin fee / account holder | $6,972 | $5,896+18.3% | $8,444-17.4% | $5,404+29.0% |