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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 | $163,637 | $48,267+239.0% | $68,808+137.8% | $68,486+138.9% |
| Participation rate | 47.1% | 60.7%-13.6pp | 69.0%-22.0pp | 67.9%-20.8pp |
| Annual return | -11.21% | -12.70%+1.5pp | -6.37%-4.8pp | -7.85%-3.4pp |
| Employer contribution / active EE | $1,878 | $1,829+2.7% | $2,656-29.3% | $2,597-27.7% |
| Participant deferral / active EE | $3,410 | $2,867+18.9% | $3,942-13.5% | $4,028-15.3% |
| Admin fee / account holder | $12,599 | $4,362+188.8% | $4,936+155.2% | $5,404+133.1% |