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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 | $186,358 | $71,878+159.3% | $86,698+115.0% | $68,486+172.1% |
| Participation rate | 35.3% | 72.2%-37.0pp | 76.6%-41.3pp | 67.9%-32.6pp |
| Annual return | -10.96% | 3.53%-14.5pp | 35.95%-46.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $2,024 | $2,173-6.9% | $2,837-28.6% | $2,597-22.0% |
| Participant deferral / active EE | $4,267 | $3,779+12.9% | $4,656-8.3% | $4,028+6.0% |
| Admin fee / account holder | $14,398 | $6,113+135.5% | $7,493+92.2% | $5,404+166.4% |