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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 | $94,909 | $95,917-1.1% | $79,583+19.3% | $134,545-29.5% |
| Participation rate | 23.8% | 75.0%-51.2pp | 69.5%-45.7pp | 81.2%-57.4pp |
| Annual return | -18.14% | -2.70%-15.4pp | 0.16%-18.3pp | 418.37%-436.5pp |
| Employer contribution / active EE | $690 | $3,129-77.9% | $2,414-71.4% | $4,742-85.4% |
| Participant deferral / active EE | $1,482 | $4,694-68.4% | $3,986-62.8% | $6,401-76.9% |
| Admin fee / account holder | $18,050 | $9,132+97.7% | $6,835+164.1% | $11,431+57.9% |