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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 | $128,434 | $95,188+34.9% | $76,518+67.8% | $135,380-5.1% |
| Participation rate | 65.0% | 74.4%-9.4pp | 68.0%-3.0pp | 82.6%-17.6pp |
| Annual return | -6.12% | 4.85%-11.0pp | -0.27%-5.9pp | 519.81%-525.9pp |
| Employer contribution / active EE | $2,376 | $3,303-28.1% | $2,647-10.2% | $4,779-50.3% |
| Participant deferral / active EE | $6,226 | $4,640+34.2% | $3,836+62.3% | $5,609+11.0% |
| Admin fee / account holder | $1,013 | $6,249-83.8% | $4,849-79.1% | $10,828-90.6% |