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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 | $168,686 | $81,870+106.0% | $119,634+41.0% | $68,490+146.3% |
| Participation rate | 48.7% | 71.9%-23.2pp | 79.3%-30.5pp | 67.9%-19.2pp |
| Annual return | -17.01% | -23.82%+6.8pp | -14.98%-2.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,689 | $2,692-37.3% | $4,232-60.1% | $2,597-35.0% |
| Participant deferral / active EE | $2,924 | $4,148-29.5% | $5,601-47.8% | $4,028-27.4% |
| Admin fee / account holder | $1,178 | $6,583-82.1% | $10,329-88.6% | $5,403-78.2% |