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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 | $189,611 | $56,339+236.6% | $104,301+81.8% | $68,486+176.9% |
| Participation rate | 64.0% | 63.3%+0.7pp | 73.3%-9.3pp | 67.9%-3.9pp |
| Annual return | -18.72% | -9.19%-9.5pp | 24.61%-43.3pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,781 | $3,077+185.4% | $4,626+89.8% | $4,028+118.0% |
| Admin fee / account holder | $955 | $4,902-80.5% | $7,340-87.0% | $5,404-82.3% |