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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 | $144,076 | $85,790+67.9% | $67,313+114.0% | $135,380+6.4% |
| Participation rate | 64.3% | 76.5%-12.2pp | 69.1%-4.8pp | 82.6%-18.4pp |
| Annual return | -4.66% | -0.54%-4.1pp | -4.08%-0.6pp | 519.81%-524.5pp |
| Employer contribution / active EE | $750 | $3,487-78.5% | $2,566-70.8% | $4,779-84.3% |
| Participant deferral / active EE | $2,960 | $4,651-36.4% | $3,568-17.1% | $5,609-47.2% |
| Admin fee / account holder | $1,998 | $6,392-68.8% | $4,507-55.7% | $10,828-81.6% |