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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 | $104,625 | $97,020+7.8% | $83,327+25.6% | $135,380-22.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -4.84% | 12.31%-17.2pp | 10.64%-15.5pp | 519.81%-524.6pp |
| Employer contribution / active EE | $933 | $4,144-77.5% | $3,379-72.4% | $4,779-80.5% |
| Participant deferral / active EE | $2,334 | $5,964-60.9% | $5,565-58.1% | $5,609-58.4% |
| Admin fee / account holder | $1,016 | $8,426-87.9% | $7,540-86.5% | $10,828-90.6% |