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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 | $66,168 | $87,546-24.4% | $75,784-12.7% | $125,389-47.2% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -3.43% | 13.49%-16.9pp | 9.68%-13.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $3,161 | $3,930-19.6% | $3,323-4.9% | $4,866-35.0% |
| Participant deferral / active EE | $5,509 | $4,230+30.3% | $3,652+50.9% | $5,352+2.9% |
| Admin fee / account holder | $309 | $6,503-95.2% | $5,300-94.2% | $9,541-96.8% |