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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 | $27,277 | $131,835-79.3% | $108,582-74.9% | $273,972-90.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 6.56% | -91.57%+98.1pp | -51.70%+58.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $994 | $4,913-79.8% | $3,758-73.5% | $4,869-79.6% |
| Participant deferral / active EE | $3,484 | $5,127-32.0% | $4,311-19.2% | $5,287-34.1% |
| Admin fee / account holder | $2,232 | $10,253-78.2% | $7,645-70.8% | $10,133-78.0% |