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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 | $138,264 | $57,350+141.1% | $83,850+64.9% | $64,181+115.4% |
| Participation rate | 54.1% | 68.6%-14.6pp | 76.1%-22.1pp | 69.6%-15.5pp |
| Annual return | -8.51% | 11.38%-19.9pp | 850.92%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $990 | $2,545-61.1% | $3,631-72.7% | $2,381-58.4% |
| Participant deferral / active EE | $5,248 | $2,993+75.3% | $4,082+28.6% | $3,470+51.3% |
| Admin fee / account holder | $3,331 | $4,046-17.7% | $5,478-39.2% | $4,887-31.9% |