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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 | $211,641 | $50,947+315.4% | $74,549+183.9% | $64,173+229.8% |
| Participation rate | 32.0% | 61.1%-29.1pp | 69.1%-37.1pp | 69.6%-37.6pp |
| Annual return | -6.85% | -1.85%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $894 | $1,115-19.9% | $1,961-54.4% | $2,381-62.5% |
| Participant deferral / active EE | $3,536 | $2,302+53.7% | $3,108+13.8% | $3,470+1.9% |
| Admin fee / account holder | $2,954 | $4,221-30.0% | $5,059-41.6% | $4,887-39.6% |