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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 | $151,070 | $73,848+104.6% | $143,799+5.1% | $68,486+120.6% |
| Participation rate | 34.4% | 66.7%-32.3pp | 80.3%-45.9pp | 67.9%-33.5pp |
| Annual return | -14.86% | 0.91%-15.8pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,243 | $3,184-61.0% | $4,952-74.9% | $2,597-52.1% |
| Participant deferral / active EE | $4,628 | $3,385+36.7% | $5,638-17.9% | $4,028+14.9% |
| Admin fee / account holder | $3,704 | $5,755-35.6% | $14,677-74.8% | $5,404-31.5% |