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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 | $194,453 | $48,235+303.1% | $68,803+182.6% | $68,490+183.9% |
| Participation rate | 56.8% | 60.7%-3.9pp | 69.0%-12.3pp | 67.9%-11.1pp |
| Annual return | -16.44% | -12.70%-3.7pp | -6.37%-10.1pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,210 | $1,829-33.8% | $2,656-54.4% | $2,597-53.4% |
| Participant deferral / active EE | $4,054 | $2,867+41.4% | $3,942+2.8% | $4,028+0.6% |
| Admin fee / account holder | $21,398 | $4,361+390.6% | $4,936+333.5% | $5,403+296.1% |