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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 | $193,221 | $25,979+643.8% | $71,755+169.3% | $68,486+182.1% |
| Participation rate | 32.3% | 54.5%-22.2pp | 62.3%-30.1pp | 67.9%-35.6pp |
| Annual return | -8.71% | -15.10%+6.4pp | 9.09%-17.8pp | -7.85%-0.9pp |
| Employer contribution / active EE | $1,785 | $900+98.3% | $1,704+4.8% | $2,597-31.2% |
| Participant deferral / active EE | $6,117 | $1,522+301.9% | $2,656+130.3% | $4,028+51.9% |
| Admin fee / account holder | $1,549 | $2,022-23.4% | $3,972-61.0% | $5,404-71.3% |