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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 | $128,322 | $65,703+95.3% | $94,228+36.2% | $59,633+115.2% |
| Participation rate | 66.7% | 72.1%-5.5pp | 78.8%-12.1pp | 68.7%-2.0pp |
| Annual return | -1.01% | 5.22%-6.2pp | 10.68%-11.7pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $872 | $2,021-56.8% | $3,587-75.7% | $2,203-60.4% |
| Participant deferral / active EE | $4,553 | $3,143+44.9% | $4,320+5.4% | $3,192+42.7% |
| Admin fee / account holder | $1,669 | $4,264-60.9% | $6,269-73.4% | $4,297-61.2% |