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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 | $109,231 | $99,032+10.3% | $80,022+36.5% | $135,382-19.3% |
| Participation rate | 55.6% | 78.4%-22.8pp | 75.8%-20.3pp | 82.6%-27.1pp |
| Annual return | -5.88% | 15.39%-21.3pp | 11.22%-17.1pp | 519.77%-525.6pp |
| Employer contribution / active EE | $1,368 | $3,043-55.0% | $2,468-44.6% | $4,779-71.4% |
| Participant deferral / active EE | $3,997 | $4,282-6.7% | $3,686+8.4% | $5,609-28.7% |
| Admin fee / account holder | $2,117 | $10,436-79.7% | $6,521-67.5% | $10,829-80.5% |