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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 | $143,549 | $131,835+8.9% | $108,582+32.2% | $273,972-47.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 13.07% | -91.57%+104.6pp | -51.70%+64.8pp | 41.46%-28.4pp |
| Employer contribution / active EE | $1,384 | $4,913-71.8% | $3,758-63.2% | $4,869-71.6% |
| Participant deferral / active EE | $3,122 | $5,127-39.1% | $4,311-27.6% | $5,287-41.0% |
| Admin fee / account holder | $1,027 | $10,253-90.0% | $7,645-86.6% | $10,133-89.9% |