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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 | $101,677 | $131,835-22.9% | $108,582-6.4% | $273,972-62.9% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.6%-26.2pp | 83.0%-29.7pp |
| Annual return | 5.18% | -91.57%+96.8pp | -51.70%+56.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,674 | $4,913-65.9% | $3,758-55.5% | $4,869-65.6% |
| Participant deferral / active EE | $2,480 | $5,127-51.6% | $4,311-42.5% | $5,287-53.1% |
| Admin fee / account holder | $3,354 | $10,253-67.3% | $7,645-56.1% | $10,133-66.9% |