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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 | $77,123 | $211,946-63.6% | $169,452-54.5% | $135,379-43.0% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -4.41% | 3.26%-7.7pp | 1.83%-6.2pp | 519.79%-524.2pp |
| Employer contribution / active EE | $1,252 | $5,117-75.5% | $4,157-69.9% | $4,779-73.8% |
| Participant deferral / active EE | $6,644 | $6,075+9.4% | $5,277+25.9% | $5,609+18.5% |
| Admin fee / account holder | $398 | $11,472-96.5% | $9,110-95.6% | $10,828-96.3% |