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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 | $158,459 | $45,872+245.4% | $77,100+105.5% | $68,490+131.4% |
| Participation rate | 28.3% | 55.9%-27.6pp | 67.9%-39.6pp | 67.9%-39.6pp |
| Annual return | -8.95% | 1.73%-10.7pp | 42.35%-51.3pp | -7.85%-1.1pp |
| Employer contribution / active EE | $2,307 | $1,650+39.8% | $2,815-18.1% | $2,597-11.2% |
| Participant deferral / active EE | $3,215 | $2,963+8.5% | $4,430-27.4% | $4,028-20.2% |
| Admin fee / account holder | $37,970 | $3,041+1148.5% | $5,443+597.5% | $5,403+602.8% |