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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 | $105,848 | $113,941-7.1% | $94,229+12.3% | $125,389-15.6% |
| Participation rate | 58.3% | 82.9%-24.6pp | 78.8%-20.4pp | 83.2%-24.9pp |
| Annual return | -1.12% | 5.29%-6.4pp | 10.68%-11.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,697 | $4,727-64.1% | $3,587-52.7% | $4,866-65.1% |
| Participant deferral / active EE | $4,400 | $5,179-15.0% | $4,320+1.8% | $5,352-17.8% |
| Admin fee / account holder | $313 | $8,392-96.3% | $6,269-95.0% | $9,541-96.7% |