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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 | $129,497 | $127,096+1.9% | $105,736+22.5% | $135,380-4.3% |
| Participation rate | 69.2% | 82.7%-13.5pp | 76.3%-7.1pp | 82.6%-13.4pp |
| Annual return | -0.92% | 4.49%-5.4pp | 6.27%-7.2pp | 519.81%-520.7pp |
| Employer contribution / active EE | $1,660 | $4,107-59.6% | $3,268-49.2% | $4,779-65.3% |
| Participant deferral / active EE | $9,975 | $5,064+97.0% | $4,080+144.5% | $5,609+77.8% |
| Admin fee / account holder | $1,200 | $9,087-86.8% | $6,913-82.6% | $10,828-88.9% |