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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 | $60,973 | $69,541-12.3% | $59,899+1.8% | $135,380-55.0% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.7%-10.0pp | 82.6%-17.9pp |
| Annual return | -7.09% | 7.95%-15.0pp | 3.46%-10.5pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,403 | $3,236-25.7% | $2,723-11.7% | $4,779-49.7% |
| Participant deferral / active EE | $4,858 | $4,206+15.5% | $3,402+42.8% | $5,609-13.4% |
| Admin fee / account holder | $2,415 | $5,737-57.9% | $3,592-32.8% | $10,828-77.7% |