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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 | $168,399 | $45,872+267.1% | $77,100+118.4% | $68,490+145.9% |
| Participation rate | 48.1% | 55.9%-7.8pp | 67.9%-19.8pp | 67.9%-19.7pp |
| Annual return | -13.09% | 1.73%-14.8pp | 42.35%-55.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,332 | $1,650+41.4% | $2,815-17.1% | $2,597-10.2% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,212 | $3,041+334.4% | $5,443+142.7% | $5,403+144.5% |