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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 | $88,462 | $95,915-7.8% | $79,580+11.2% | $134,532-34.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.9pp | 81.2%-17.6pp |
| Annual return | -15.66% | -2.71%-13.0pp | 0.15%-15.8pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,968 | $3,129-37.1% | $2,413-18.5% | $4,741-58.5% |
| Participant deferral / active EE | $4,206 | $4,693-10.4% | $3,985+5.5% | $6,401-34.3% |
| Admin fee / account holder | $2,302 | $9,132-74.8% | $6,835-66.3% | $11,429-79.9% |