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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 | $180,201 | $87,546+105.8% | $75,784+137.8% | $125,389+43.7% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -0.71% | 13.49%-14.2pp | 9.68%-10.4pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,542 | $3,930-35.3% | $3,323-23.5% | $4,866-47.8% |
| Participant deferral / active EE | $5,553 | $4,230+31.3% | $3,652+52.1% | $5,352+3.8% |
| Admin fee / account holder | $1,255 | $6,503-80.7% | $5,300-76.3% | $9,541-86.8% |