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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 | $224,286 | $87,546+156.2% | $75,784+196.0% | $125,389+78.9% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -2.25% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $911 | $3,930-76.8% | $3,323-72.6% | $4,866-81.3% |
| Participant deferral / active EE | $7,613 | $4,230+80.0% | $3,652+108.5% | $5,352+42.3% |
| Admin fee / account holder | $1,711 | $6,503-73.7% | $5,300-67.7% | $9,541-82.1% |