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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 | $79,563 | $97,027-18.0% | $83,323-4.5% | $135,382-41.2% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -7.27% | 12.31%-19.6pp | 10.63%-17.9pp | 519.77%-527.0pp |
| Employer contribution / active EE | $1,549 | $4,143-62.6% | $3,379-54.2% | $4,779-67.6% |
| Participant deferral / active EE | $5,841 | $5,964-2.1% | $5,565+5.0% | $5,609+4.1% |
| Admin fee / account holder | $718 | $8,427-91.5% | $7,539-90.5% | $10,829-93.4% |