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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 | $44,654 | $72,404-38.3% | $110,243-59.5% | $64,173-30.4% |
| Participation rate | 69.7% | 73.3%-3.6pp | 79.8%-10.1pp | 69.6%+0.1pp |
| Annual return | -0.60% | -6.29%+5.7pp | 314.76%-315.4pp | 7.63%-8.2pp |
| Employer contribution / active EE | $1,526 | $2,282-33.1% | $3,827-60.1% | $2,381-35.9% |
| Participant deferral / active EE | $3,182 | $3,469-8.3% | $4,672-31.9% | $3,470-8.3% |
| Admin fee / account holder | $2,210 | $5,664-61.0% | $8,548-74.2% | $4,887-54.8% |