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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 | $111,230 | $95,895+16.0% | $79,576+39.8% | $134,509-17.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -10.69% | -2.72%-8.0pp | 0.15%-10.8pp | 418.13%-428.8pp |
| Employer contribution / active EE | $1,140 | $3,128-63.6% | $2,413-52.8% | $4,741-76.0% |
| Participant deferral / active EE | $2,885 | $4,693-38.5% | $3,985-27.6% | $6,400-54.9% |
| Admin fee / account holder | $502 | $9,129-94.5% | $6,834-92.6% | $11,427-95.6% |