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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 | $139,773 | $100,792+38.7% | $86,691+61.2% | $134,509+3.9% |
| Participation rate | 52.6% | 78.9%-26.3pp | 76.6%-24.0pp | 81.2%-28.6pp |
| Annual return | -18.12% | 29.08%-47.2pp | 35.94%-54.1pp | 418.13%-436.3pp |
| Employer contribution / active EE | $1,336 | $3,491-61.7% | $2,837-52.9% | $4,741-71.8% |
| Participant deferral / active EE | $3,214 | $5,339-39.8% | $4,656-31.0% | $6,400-49.8% |
| Admin fee / account holder | $1,824 | $10,924-83.3% | $7,492-75.7% | $11,427-84.0% |