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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 | $139,404 | $87,544+59.2% | $75,784+83.9% | $125,388+11.2% |
| Participation rate | 54.5% | 80.2%-25.6pp | 75.8%-21.3pp | 83.2%-28.6pp |
| Annual return | -1.94% | 13.49%-15.4pp | 9.68%-11.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,087 | $3,930-72.3% | $3,323-67.3% | $4,866-77.7% |
| Participant deferral / active EE | $6,010 | $4,229+42.1% | $3,652+64.6% | $5,352+12.3% |
| Admin fee / account holder | $6,523 | $6,502+0.3% | $5,300+23.1% | $9,541-31.6% |