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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 | $219,315 | $73,009+200.4% | $90,760+141.6% | $68,486+220.2% |
| Participation rate | 28.1% | 70.8%-42.7pp | 75.7%-47.6pp | 67.9%-39.8pp |
| Annual return | 0.54% | -13.81%+14.4pp | -12.16%+12.7pp | -7.85%+8.4pp |
| Employer contribution / active EE | $1,351 | $2,193-38.4% | $2,922-53.8% | $2,597-48.0% |
| Participant deferral / active EE | $4,081 | $3,626+12.5% | $4,565-10.6% | $4,028+1.3% |
| Admin fee / account holder | $1,360 | $5,896-76.9% | $8,444-83.9% | $5,404-74.8% |