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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 | $130,460 | $46,697+179.4% | $117,533+11.0% | $68,486+90.5% |
| Participation rate | 22.9% | 56.8%-33.9pp | 70.6%-47.7pp | 67.9%-45.0pp |
| Annual return | -16.45% | -14.52%-1.9pp | 29.77%-46.2pp | -7.85%-8.6pp |
| Employer contribution / active EE | $339 | $1,506-77.5% | $4,179-91.9% | $2,597-86.9% |
| Participant deferral / active EE | $1,382 | $2,637-47.6% | $4,072-66.1% | $4,028-65.7% |
| Admin fee / account holder | $1,212 | $4,023-69.9% | $5,647-78.5% | $5,404-77.6% |