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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 | $135,480 | $82,674+63.9% | $125,381+8.1% | $68,486+97.8% |
| Participation rate | 69.2% | 75.1%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -16.08% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,391 | $3,382-58.9% | $4,815-71.1% | $2,597-46.4% |
| Participant deferral / active EE | $8,348 | $6,111+36.6% | $7,448+12.1% | $4,028+107.3% |
| Admin fee / account holder | $10,692 | $6,277+70.3% | $10,007+6.8% | $5,404+97.9% |