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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 | $135,400 | $100,792+34.3% | $86,691+56.2% | $134,509+0.7% |
| Participation rate | 37.5% | 78.9%-41.4pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -17.74% | 29.08%-46.8pp | 35.94%-53.7pp | 418.13%-435.9pp |
| Employer contribution / active EE | $1,102 | $3,491-68.4% | $2,837-61.1% | $4,741-76.7% |
| Participant deferral / active EE | $3,701 | $5,339-30.7% | $4,656-20.5% | $6,400-42.2% |
| Admin fee / account holder | $6,402 | $10,924-41.4% | $7,492-14.6% | $11,427-44.0% |