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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 | $76,002 | $75,962+0.1% | $154,108-50.7% | $64,173+18.4% |
| Participation rate | 56.7% | 70.4%-13.7pp | 83.0%-26.4pp | 69.6%-12.9pp |
| Annual return | -5.71% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,455 | $3,350-56.6% | $5,298-72.5% | $2,381-38.9% |
| Participant deferral / active EE | $3,170 | $3,175-0.1% | $5,081-37.6% | $3,470-8.6% |
| Admin fee / account holder | $1,318 | $5,589-76.4% | $13,411-90.2% | $4,887-73.0% |