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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 | $171,932 | $72,388+137.5% | $111,392+54.3% | $64,173+167.9% |
| Participation rate | 51.2% | 70.5%-19.3pp | 78.9%-27.6pp | 69.6%-18.3pp |
| Annual return | -0.83% | -1.50%+0.7pp | -2.06%+1.2pp | 7.63%-8.5pp |
| Employer contribution / active EE | $1,742 | $3,000-41.9% | $4,328-59.7% | $2,381-26.8% |
| Participant deferral / active EE | $4,187 | $4,241-1.3% | $5,567-24.8% | $3,470+20.7% |
| Admin fee / account holder | $23,504 | $5,719+311.0% | $12,266+91.6% | $4,887+380.9% |