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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 | $173,361 | $73,839+134.8% | $143,788+20.6% | $68,495+153.1% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -13.97% | 1.01%-15.0pp | -0.03%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,740 | $3,184-45.4% | $4,952-64.9% | $2,596-33.0% |
| Participant deferral / active EE | $5,173 | $3,384+52.8% | $5,638-8.3% | $4,028+28.4% |
| Admin fee / account holder | $20,350 | $5,755+253.6% | $14,675+38.7% | $5,403+276.6% |