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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 | $174,930 | $87,542+99.8% | $75,782+130.8% | $125,393+39.5% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -2.21% | 13.48%-15.7pp | 9.68%-11.9pp | 282.23%-284.4pp |
| Employer contribution / active EE | $2,448 | $3,930-37.7% | $3,323-26.3% | $4,866-49.7% |
| Participant deferral / active EE | $2,903 | $4,229-31.4% | $3,652-20.5% | $5,351-45.7% |
| Admin fee / account holder | $2,566 | $6,502-60.5% | $5,300-51.6% | $9,541-73.1% |