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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 | $83,241 | $167,504-50.3% | $151,628-45.1% | $134,509-38.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -16.55% | 7.81%-24.4pp | 3.34%-19.9pp | 418.13%-434.7pp |
| Employer contribution / active EE | $2,287 | $6,828-66.5% | $6,165-62.9% | $4,741-51.8% |
| Participant deferral / active EE | $4,600 | $8,985-48.8% | $8,363-45.0% | $6,400-28.1% |
| Admin fee / account holder | $1,104 | $13,779-92.0% | $11,613-90.5% | $11,427-90.3% |