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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 | $110,905 | $95,188+16.5% | $76,518+44.9% | $135,380-18.1% |
| Participation rate | 37.5% | 74.4%-36.9pp | 68.0%-30.5pp | 82.6%-45.1pp |
| Annual return | -9.59% | 4.85%-14.4pp | -0.27%-9.3pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,063 | $3,303-67.8% | $2,647-59.8% | $4,779-77.8% |
| Participant deferral / active EE | $4,560 | $4,640-1.7% | $3,836+18.9% | $5,609-18.7% |
| Admin fee / account holder | $391 | $6,249-93.7% | $4,849-91.9% | $10,828-96.4% |