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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 | $130,013 | $77,817+67.1% | $123,553+5.2% | $64,173+102.6% |
| Participation rate | 64.1% | 74.7%-10.6pp | 82.3%-18.2pp | 69.6%-5.5pp |
| Annual return | -6.49% | 12.49%-19.0pp | 119.21%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,330 | $3,014-55.9% | $4,628-71.3% | $2,381-44.1% |
| Participant deferral / active EE | $4,560 | $5,240-13.0% | $6,426-29.0% | $3,470+31.4% |
| Admin fee / account holder | $3,441 | $5,519-37.7% | $9,284-62.9% | $4,887-29.6% |