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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 | $90,849 | $92,219-1.5% | $76,767+18.3% | $135,380-32.9% |
| Participation rate | 56.3% | 79.8%-23.5pp | 77.0%-20.7pp | 82.6%-26.4pp |
| Annual return | -3.61% | 5.46%-9.1pp | 2.43%-6.0pp | 519.81%-523.4pp |
| Employer contribution / active EE | $2,442 | $3,216-24.1% | $2,485-1.8% | $4,779-48.9% |
| Participant deferral / active EE | $4,635 | $4,508+2.8% | $3,852+20.3% | $5,609-17.4% |
| Admin fee / account holder | $365 | $10,749-96.6% | $6,675-94.5% | $10,828-96.6% |