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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 | $79,098 | $57,350+37.9% | $83,850-5.7% | $64,181+23.2% |
| Participation rate | 58.8% | 68.6%-9.8pp | 76.1%-17.3pp | 69.6%-10.7pp |
| Annual return | -3.73% | 11.38%-15.1pp | 850.92%-854.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $567 | $2,545-77.7% | $3,631-84.4% | $2,381-76.2% |
| Participant deferral / active EE | $2,800 | $2,993-6.4% | $4,082-31.4% | $3,470-19.3% |
| Admin fee / account holder | $3,479 | $4,046-14.0% | $5,478-36.5% | $4,887-28.8% |