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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 | $85,806 | $95,915-10.5% | $79,580+7.8% | $134,532-36.2% |
| Participation rate | 52.6% | 75.0%-22.4pp | 69.5%-16.9pp | 81.2%-28.6pp |
| Annual return | -13.80% | -2.71%-11.1pp | 0.15%-14.0pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,175 | $3,129-62.4% | $2,413-51.3% | $4,741-75.2% |
| Participant deferral / active EE | $3,966 | $4,693-15.5% | $3,985-0.5% | $6,401-38.0% |
| Admin fee / account holder | $1,055 | $9,132-88.4% | $6,835-84.6% | $11,429-90.8% |