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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 | $144,687 | $131,835+9.7% | $108,582+33.3% | $273,972-47.2% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.6%-25.0pp | 83.0%-28.5pp |
| Annual return | 9.44% | -91.57%+101.0pp | -51.70%+61.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $1,866 | $4,913-62.0% | $3,758-50.4% | $4,869-61.7% |
| Participant deferral / active EE | $4,994 | $5,127-2.6% | $4,311+15.9% | $5,287-5.5% |
| Admin fee / account holder | $3,317 | $10,253-67.6% | $7,645-56.6% | $10,133-67.3% |