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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 | $104,236 | $45,872+127.2% | $77,096+35.2% | $68,486+52.2% |
| Participation rate | 8.3% | 55.9%-47.6pp | 67.9%-59.6pp | 67.9%-59.6pp |
| Annual return | -18.30% | 1.73%-20.0pp | 42.35%-60.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,181 | $1,650-28.4% | $2,814-58.0% | $2,597-54.5% |
| Participant deferral / active EE | $1,926 | $2,963-35.0% | $4,429-56.5% | $4,028-52.2% |
| Admin fee / account holder | $498 | $3,041-83.6% | $5,428-90.8% | $5,404-90.8% |