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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 | $84,524 | $211,946-60.1% | $169,452-50.1% | $135,380-37.6% |
| Participation rate | 52.9% | 82.6%-29.7pp | 77.8%-24.8pp | 82.6%-29.7pp |
| Annual return | -2.64% | 3.26%-5.9pp | 1.83%-4.5pp | 519.81%-522.4pp |
| Employer contribution / active EE | $1,123 | $5,117-78.1% | $4,157-73.0% | $4,779-76.5% |
| Participant deferral / active EE | $5,643 | $6,075-7.1% | $5,277+6.9% | $5,609+0.6% |
| Admin fee / account holder | $10,105 | $11,472-11.9% | $9,110+10.9% | $10,828-6.7% |