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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 | $99,064 | $167,362-40.8% | $143,799-31.1% | $134,532-26.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.82% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,865 | $5,620-66.8% | $4,952-62.3% | $4,741-60.7% |
| Participant deferral / active EE | $5,857 | $6,447-9.2% | $5,638+3.9% | $6,401-8.5% |
| Admin fee / account holder | $2,427 | $18,094-86.6% | $14,677-83.5% | $11,429-78.8% |