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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 | $153,366 | $45,872+234.3% | $77,096+98.9% | $68,486+123.9% |
| Participation rate | 56.3% | 55.9%+0.3pp | 67.9%-11.7pp | 67.9%-11.6pp |
| Annual return | -15.78% | 1.73%-17.5pp | 42.35%-58.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,794 | $1,650+8.8% | $2,814-36.3% | $2,597-30.9% |
| Participant deferral / active EE | $3,175 | $2,963+7.2% | $4,429-28.3% | $4,028-21.2% |
| Admin fee / account holder | $634 | $3,041-79.1% | $5,428-88.3% | $5,404-88.3% |