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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 | $176,704 | $64,719+173.0% | $112,249+57.4% | $68,486+158.0% |
| Participation rate | 27.8% | 67.2%-39.4pp | 75.1%-47.3pp | 67.9%-40.1pp |
| Annual return | -15.61% | -11.40%-4.2pp | 27.48%-43.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,064 | $2,747-61.2% | $3,636-70.7% | $2,597-59.0% |
| Participant deferral / active EE | $2,632 | $3,565-26.2% | $4,729-44.4% | $4,028-34.7% |
| Admin fee / account holder | $9,408 | $5,232+79.8% | $6,412+46.7% | $5,404+74.1% |