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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 | $88,523 | $99,032-10.6% | $80,022+10.6% | $135,380-34.6% |
| Participation rate | 61.9% | 78.4%-16.5pp | 75.8%-13.9pp | 82.6%-20.7pp |
| Annual return | -4.06% | 15.39%-19.4pp | 11.22%-15.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $1,190 | $3,043-60.9% | $2,468-51.8% | $4,779-75.1% |
| Participant deferral / active EE | $4,948 | $4,282+15.5% | $3,686+34.2% | $5,609-11.8% |
| Admin fee / account holder | $655 | $10,436-93.7% | $6,521-90.0% | $10,828-94.0% |