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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 | $78,284 | $107,809-27.4% | $90,657-13.6% | $135,379-42.2% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | -4.69% | -0.90%-3.8pp | 1.89%-6.6pp | 519.79%-524.5pp |
| Employer contribution / active EE | $1,481 | $3,018-50.9% | $2,532-41.5% | $4,779-69.0% |
| Participant deferral / active EE | $5,789 | $3,872+49.5% | $3,424+69.0% | $5,609+3.2% |
| Admin fee / account holder | $2,598 | $5,931-56.2% | $4,994-48.0% | $10,828-76.0% |