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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 | $135,347 | $84,518+60.1% | $67,704+99.9% | $125,389+7.9% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | -2.70% | 2.57%-5.3pp | 25.41%-28.1pp | 282.24%-284.9pp |
| Employer contribution / active EE | $15,015 | $3,292+356.1% | $2,559+486.7% | $4,866+208.6% |
| Participant deferral / active EE | $12,348 | $4,430+178.7% | $3,585+244.4% | $5,352+130.7% |
| Admin fee / account holder | $1,201 | $5,340-77.5% | $4,255-71.8% | $9,541-87.4% |