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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 | $151,655 | $73,019+107.7% | $90,766+67.1% | $68,490+121.4% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -15.76% | -13.81%-2.0pp | -12.16%-3.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,080 | $2,193-50.8% | $2,922-63.0% | $2,597-58.4% |
| Participant deferral / active EE | $2,064 | $3,626-43.1% | $4,565-54.8% | $4,028-48.8% |
| Admin fee / account holder | $2,966 | $5,897-49.7% | $8,446-64.9% | $5,403-45.1% |