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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 | $173,761 | $81,870+112.2% | $119,634+45.2% | $68,490+153.7% |
| Participation rate | 61.3% | 71.9%-10.6pp | 79.3%-18.0pp | 67.9%-6.6pp |
| Annual return | -12.96% | -23.82%+10.9pp | -14.98%+2.0pp | -7.85%-5.1pp |
| Employer contribution / active EE | $2,188 | $2,692-18.7% | $4,232-48.3% | $2,597-15.7% |
| Participant deferral / active EE | $3,333 | $4,148-19.7% | $5,601-40.5% | $4,028-17.3% |
| Admin fee / account holder | $2,402 | $6,583-63.5% | $10,329-76.7% | $5,403-55.5% |