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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 | $129,461 | $64,719+100.0% | $112,249+15.3% | $68,486+89.0% |
| Participation rate | 67.6% | 67.2%+0.4pp | 75.1%-7.5pp | 67.9%-0.3pp |
| Annual return | -8.22% | -11.40%+3.2pp | 27.48%-35.7pp | -7.85%-0.4pp |
| Employer contribution / active EE | $7,397 | $2,747+169.3% | $3,636+103.4% | $2,597+184.9% |
| Participant deferral / active EE | $7,183 | $3,565+101.5% | $4,729+51.9% | $4,028+78.3% |
| Admin fee / account holder | $67,167 | $5,232+1183.7% | $6,412+947.5% | $5,404+1143.0% |