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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 | $70,089 | $147,167-52.4% | $111,392-37.1% | $135,379-48.2% |
| Participation rate | 47.6% | 84.0%-36.4pp | 78.9%-31.2pp | 82.6%-35.0pp |
| Annual return | -5.03% | -4.44%-0.6pp | -2.06%-3.0pp | 519.79%-524.8pp |
| Employer contribution / active EE | $1,289 | $5,204-75.2% | $4,328-70.2% | $4,779-73.0% |
| Participant deferral / active EE | $2,650 | $6,565-59.6% | $5,567-52.4% | $5,609-52.8% |
| Admin fee / account holder | $11,823 | $20,270-41.7% | $12,266-3.6% | $10,828+9.2% |