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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 | $188,679 | $82,288+129.3% | $68,794+174.3% | $134,509+40.3% |
| Participation rate | 14.3% | 75.1%-60.8pp | 69.0%-54.7pp | 81.2%-66.9pp |
| Annual return | -16.48% | -2.19%-14.3pp | -6.37%-10.1pp | 418.13%-434.6pp |
| Employer contribution / active EE | $591 | $3,301-82.1% | $2,656-77.7% | $4,741-87.5% |
| Participant deferral / active EE | $4,545 | $4,738-4.1% | $3,941+15.3% | $6,400-29.0% |
| Admin fee / account holder | $2,015 | $6,482-68.9% | $4,934-59.2% | $11,427-82.4% |