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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 | $56,761 | $131,835-56.9% | $108,582-47.7% | $273,972-79.3% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 5.34% | -91.57%+96.9pp | -51.70%+57.0pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,139 | $4,913-76.8% | $3,758-69.7% | $4,869-76.6% |
| Participant deferral / active EE | $4,967 | $5,127-3.1% | $4,311+15.2% | $5,287-6.1% |
| Admin fee / account holder | $389 | $10,253-96.2% | $7,645-94.9% | $10,133-96.2% |