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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 | $134,974 | $50,958+164.9% | $74,552+81.0% | $64,181+110.3% |
| Participation rate | 58.3% | 61.1%-2.7pp | 69.1%-10.8pp | 69.6%-11.2pp |
| Annual return | -2.21% | -1.86%-0.4pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $767 | $1,115-31.3% | $1,961-60.9% | $2,381-67.8% |
| Participant deferral / active EE | $4,443 | $2,301+93.1% | $3,108+43.0% | $3,470+28.1% |
| Admin fee / account holder | $360 | $4,223-91.5% | $5,060-92.9% | $4,887-92.6% |