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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 | $128,101 | $105,861+21.0% | $90,756+41.1% | $134,509-4.8% |
| Participation rate | 46.2% | 78.2%-32.1pp | 75.7%-29.5pp | 81.2%-35.1pp |
| Annual return | -10.86% | -10.99%+0.1pp | -12.16%+1.3pp | 418.13%-429.0pp |
| Employer contribution / active EE | $1,913 | $3,463-44.8% | $2,922-34.5% | $4,741-59.6% |
| Participant deferral / active EE | $3,773 | $5,217-27.7% | $4,565-17.3% | $6,400-41.1% |
| Admin fee / account holder | $1,987 | $13,938-85.7% | $8,445-76.5% | $11,427-82.6% |