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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 | $134,019 | $131,835+1.7% | $108,582+23.4% | $273,972-51.1% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.6%-42.1pp | 83.0%-45.5pp |
| Annual return | 10.54% | -91.57%+102.1pp | -51.70%+62.2pp | 41.46%-30.9pp |
| Employer contribution / active EE | $2,891 | $4,913-41.2% | $3,758-23.1% | $4,869-40.6% |
| Participant deferral / active EE | $2,250 | $5,127-56.1% | $4,311-47.8% | $5,287-57.4% |
| Admin fee / account holder | $9,898 | $10,253-3.5% | $7,645+29.5% | $10,133-2.3% |