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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 | $138,822 | $105,861+31.1% | $90,756+53.0% | $134,509+3.2% |
| Participation rate | 40.0% | 78.2%-38.2pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | 11.30% | -10.99%+22.3pp | -12.16%+23.5pp | 418.13%-406.8pp |
| Employer contribution / active EE | $2,753 | $3,463-20.5% | $2,922-5.8% | $4,741-41.9% |
| Participant deferral / active EE | $6,360 | $5,217+21.9% | $4,565+39.3% | $6,400-0.6% |
| Admin fee / account holder | $692 | $13,938-95.0% | $8,445-91.8% | $11,427-93.9% |