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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 | $151,350 | $77,816+94.5% | $123,549+22.5% | $64,181+135.8% |
| Participation rate | 69.2% | 74.7%-5.5pp | 82.3%-13.1pp | 69.6%-0.3pp |
| Annual return | -5.19% | 12.49%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,449 | $3,014-51.9% | $4,628-68.7% | $2,381-39.1% |
| Participant deferral / active EE | $6,382 | $5,240+21.8% | $6,426-0.7% | $3,470+83.9% |
| Admin fee / account holder | $1,633 | $5,519-70.4% | $9,284-82.4% | $4,887-66.6% |