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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 | $188,678 | $81,870+130.5% | $119,622+57.7% | $68,486+175.5% |
| Participation rate | 53.7% | 71.9%-18.2pp | 79.3%-25.6pp | 67.9%-14.2pp |
| Annual return | -15.45% | -23.82%+8.4pp | -14.98%-0.5pp | -7.85%-7.6pp |
| Employer contribution / active EE | $850 | $2,692-68.4% | $4,232-79.9% | $2,597-67.3% |
| Participant deferral / active EE | $3,884 | $4,148-6.4% | $5,601-30.7% | $4,028-3.6% |
| Admin fee / account holder | $43,777 | $6,583+565.0% | $10,328+323.9% | $5,404+710.1% |