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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 | $167,081 | $73,019+128.8% | $90,766+84.1% | $68,490+143.9% |
| Participation rate | 62.1% | 70.8%-8.8pp | 75.7%-13.6pp | 67.9%-5.8pp |
| Annual return | -16.45% | -13.81%-2.6pp | -12.16%-4.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,978 | $3,626-45.5% | $4,565-56.7% | $4,028-50.9% |
| Admin fee / account holder | $6,624 | $5,897+12.3% | $8,446-21.6% | $5,403+22.6% |