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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 | $109,562 | $97,020+12.9% | $83,327+31.5% | $135,380-19.1% |
| Participation rate | 53.8% | 80.4%-26.6pp | 77.8%-23.9pp | 82.6%-28.8pp |
| Annual return | -8.47% | 12.31%-20.8pp | 10.64%-19.1pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,353 | $4,144-67.3% | $3,379-60.0% | $4,779-71.7% |
| Participant deferral / active EE | $5,995 | $5,964+0.5% | $5,565+7.7% | $5,609+6.9% |
| Admin fee / account holder | $1,154 | $8,426-86.3% | $7,540-84.7% | $10,828-89.3% |