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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 | $160,308 | $49,280+225.3% | $67,313+138.2% | $64,173+149.8% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -5.41% | -1.39%-4.0pp | -4.08%-1.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,874 | $1,668+12.3% | $2,566-27.0% | $2,381-21.3% |
| Participant deferral / active EE | $2,991 | $2,484+20.4% | $3,568-16.2% | $3,470-13.8% |
| Admin fee / account holder | $8,413 | $3,863+117.8% | $4,507+86.7% | $4,887+72.1% |