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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 | $138,922 | $77,816+78.5% | $123,552+12.4% | $64,173+116.5% |
| Participation rate | 56.4% | 74.7%-18.3pp | 82.3%-25.9pp | 69.6%-13.2pp |
| Annual return | -7.60% | 12.49%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $629 | $3,014-79.1% | $4,628-86.4% | $2,381-73.6% |
| Participant deferral / active EE | $4,586 | $5,240-12.5% | $6,426-28.6% | $3,470+32.2% |
| Admin fee / account holder | $670 | $5,519-87.9% | $9,285-92.8% | $4,887-86.3% |