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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 | $93,959 | $154,209-39.1% | $130,062-27.8% | $139,487-32.6% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.5%-17.4pp | 80.3%-19.2pp |
| Annual return | 16.87% | 32.52%-15.7pp | -137.37%+154.2pp | 373.84%-357.0pp |
| Employer contribution / active EE | $2,352 | $5,292-55.6% | $4,322-45.6% | $4,755-50.5% |
| Participant deferral / active EE | $6,451 | $6,709-3.8% | $5,821+10.8% | $6,713-3.9% |
| Admin fee / account holder | $641 | $13,988-95.4% | $10,601-94.0% | $11,407-94.4% |