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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 | $34,751 | $52,678-34.0% | $75,784-54.1% | $59,633-41.7% |
| Participation rate | 69.6% | 67.2%+2.3pp | 75.8%-6.3pp | 68.7%+0.9pp |
| Annual return | -1.76% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $6,239 | $2,193+184.4% | $3,323+87.7% | $2,203+183.2% |
| Participant deferral / active EE | $1,170 | $2,591-54.8% | $3,652-68.0% | $3,192-63.4% |
| Admin fee / account holder | $4,474 | $3,610+23.9% | $5,300-15.6% | $4,297+4.1% |