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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 | $195,943 | $45,872+327.2% | $77,100+154.1% | $68,490+186.1% |
| Participation rate | 63.6% | 55.9%+7.7pp | 67.9%-4.3pp | 67.9%-4.3pp |
| Annual return | -16.80% | 1.73%-18.5pp | 42.35%-59.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $927 | $1,650-43.8% | $2,815-67.1% | $2,597-64.3% |
| Participant deferral / active EE | $2,932 | $2,963-1.0% | $4,430-33.8% | $4,028-27.2% |
| Admin fee / account holder | $381 | $3,041-87.5% | $5,443-93.0% | $5,403-92.9% |