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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 | $191,932 | $77,816+146.6% | $123,552+55.3% | $64,173+199.1% |
| Participation rate | 59.4% | 74.7%-15.3pp | 82.3%-22.9pp | 69.6%-10.2pp |
| Annual return | -6.67% | 12.49%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $821 | $3,014-72.8% | $4,628-82.3% | $2,381-65.5% |
| Participant deferral / active EE | $4,370 | $5,240-16.6% | $6,426-32.0% | $3,470+26.0% |
| Admin fee / account holder | $3,106 | $5,519-43.7% | $9,285-66.5% | $4,887-36.5% |