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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 | $91,776 | $81,870+12.1% | $119,622-23.3% | $68,486+34.0% |
| Participation rate | 67.3% | 71.9%-4.6pp | 79.3%-12.0pp | 67.9%-0.6pp |
| Annual return | -6.34% | -23.82%+17.5pp | -14.98%+8.6pp | -7.85%+1.5pp |
| Employer contribution / active EE | $860 | $2,692-68.0% | $4,232-79.7% | $2,597-66.9% |
| Participant deferral / active EE | $4,214 | $4,148+1.6% | $5,601-24.8% | $4,028+4.6% |
| Admin fee / account holder | $24,639 | $6,583+274.3% | $10,328+138.6% | $5,404+356.0% |