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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 | $50,055 | $57,352-12.7% | $83,830-40.3% | $64,173-22.0% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -7.42% | 11.38%-18.8pp | 850.97%-858.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,908 | $2,546-25.1% | $3,631-47.5% | $2,381-19.9% |
| Participant deferral / active EE | $3,568 | $2,993+19.2% | $4,082-12.6% | $3,470+2.8% |
| Admin fee / account holder | $7,616 | $4,046+88.2% | $5,479+39.0% | $4,887+55.8% |