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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 | $98,396 | $95,915+2.6% | $79,580+23.6% | $134,532-26.9% |
| Participation rate | 46.2% | 75.0%-28.9pp | 69.5%-23.3pp | 81.2%-35.1pp |
| Annual return | -14.41% | -2.71%-11.7pp | 0.15%-14.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,313 | $3,129-58.0% | $2,413-45.6% | $4,741-72.3% |
| Participant deferral / active EE | $6,072 | $4,693+29.4% | $3,985+52.3% | $6,401-5.1% |
| Admin fee / account holder | $4,563 | $9,132-50.0% | $6,835-33.2% | $11,429-60.1% |