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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 | $224,186 | $81,870+173.8% | $119,634+87.4% | $68,490+227.3% |
| Participation rate | 46.9% | 71.9%-25.0pp | 79.3%-32.4pp | 67.9%-21.0pp |
| Annual return | -13.86% | -23.82%+10.0pp | -14.98%+1.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,481 | $2,692-45.0% | $4,232-65.0% | $2,597-43.0% |
| Participant deferral / active EE | $2,955 | $4,148-28.8% | $5,601-47.2% | $4,028-26.6% |
| Admin fee / account holder | $3,506 | $6,583-46.7% | $10,329-66.1% | $5,403-35.1% |