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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 | $133,773 | $64,706+106.7% | $112,244+19.2% | $68,498+95.3% |
| Participation rate | 33.3% | 67.1%-33.8pp | 75.1%-41.7pp | 67.9%-34.6pp |
| Annual return | -18.62% | -11.40%-7.2pp | 27.46%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,683 | $2,746-38.7% | $3,635-53.7% | $2,596-35.2% |
| Participant deferral / active EE | $5,029 | $3,565+41.1% | $4,728+6.4% | $4,027+24.9% |
| Admin fee / account holder | $2,226 | $5,231-57.4% | $6,411-65.3% | $5,403-58.8% |