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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 | $134,572 | $97,020+38.7% | $83,327+61.5% | $135,380-0.6% |
| Participation rate | 57.1% | 80.4%-23.3pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -4.35% | 12.31%-16.7pp | 10.64%-15.0pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,999 | $4,144-51.8% | $3,379-40.8% | $4,779-58.2% |
| Participant deferral / active EE | $6,935 | $5,964+16.3% | $5,565+24.6% | $5,609+23.6% |
| Admin fee / account holder | $339 | $8,426-96.0% | $7,540-95.5% | $10,828-96.9% |