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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 | $98,822 | $158,827-37.8% | $121,208-18.5% | $135,382-27.0% |
| Participation rate | 52.2% | 79.3%-27.1pp | 71.8%-19.6pp | 82.6%-30.5pp |
| Annual return | -6.60% | -0.64%-6.0pp | 16.93%-23.5pp | 519.77%-526.4pp |
| Employer contribution / active EE | $1,352 | $5,666-76.1% | $4,023-66.4% | $4,779-71.7% |
| Participant deferral / active EE | $4,191 | $4,006+4.6% | $3,345+25.3% | $5,609-25.3% |
| Admin fee / account holder | $3,406 | $6,514-47.7% | $5,020-32.2% | $10,829-68.5% |