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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 | $63,045 | $131,835-52.2% | $108,582-41.9% | $273,972-77.0% |
| Participation rate | 59.1% | 83.5%-24.4pp | 79.6%-20.5pp | 83.0%-23.9pp |
| Annual return | 16.70% | -91.57%+108.3pp | -51.70%+68.4pp | 41.46%-24.8pp |
| Employer contribution / active EE | $2,033 | $4,913-58.6% | $3,758-45.9% | $4,869-58.3% |
| Participant deferral / active EE | $4,695 | $5,127-8.4% | $4,311+8.9% | $5,287-11.2% |
| Admin fee / account holder | $5,038 | $10,253-50.9% | $7,645-34.1% | $10,133-50.3% |