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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 | $127,462 | $131,835-3.3% | $108,582+17.4% | $273,972-53.5% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 6.48% | -91.57%+98.0pp | -51.70%+58.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,126 | $4,913-56.7% | $3,758-43.4% | $4,869-56.3% |
| Participant deferral / active EE | $2,926 | $5,127-42.9% | $4,311-32.1% | $5,287-44.7% |
| Admin fee / account holder | $5,788 | $10,253-43.5% | $7,645-24.3% | $10,133-42.9% |