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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 | $182,680 | $127,096+43.7% | $105,736+72.8% | $135,380+34.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 76.3%-20.8pp | 82.6%-27.1pp |
| Annual return | -0.26% | 4.49%-4.8pp | 6.27%-6.5pp | 519.81%-520.1pp |
| Employer contribution / active EE | $945 | $4,107-77.0% | $3,268-71.1% | $4,779-80.2% |
| Participant deferral / active EE | $1,742 | $5,064-65.6% | $4,080-57.3% | $5,609-68.9% |
| Admin fee / account holder | $5,403 | $9,087-40.5% | $6,913-21.8% | $10,828-50.1% |