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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 | $127,212 | $100,805+26.2% | $86,698+46.7% | $134,532-5.4% |
| Participation rate | 55.0% | 79.0%-24.0pp | 76.6%-21.6pp | 81.2%-26.2pp |
| Annual return | -10.70% | 29.09%-39.8pp | 35.95%-46.6pp | 418.27%-429.0pp |
| Employer contribution / active EE | $1,016 | $3,490-70.9% | $2,837-64.2% | $4,741-78.6% |
| Participant deferral / active EE | $3,857 | $5,339-27.8% | $4,656-17.2% | $6,401-39.7% |
| Admin fee / account holder | $997 | $10,925-90.9% | $7,493-86.7% | $11,429-91.3% |