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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 | $166,868 | $127,387+31.0% | $115,038+45.1% | $125,389+33.1% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -1.50% | 31.28%-32.8pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $3,059 | $5,166-40.8% | $4,608-33.6% | $4,866-37.1% |
| Participant deferral / active EE | $5,447 | $6,423-15.2% | $6,026-9.6% | $5,352+1.8% |
| Admin fee / account holder | $320 | $9,516-96.6% | $8,175-96.1% | $9,541-96.6% |