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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 | $98,155 | $127,100-22.8% | $105,738-7.2% | $135,382-27.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -5.95% | 4.49%-10.4pp | 6.27%-12.2pp | 519.77%-525.7pp |
| Employer contribution / active EE | $2,251 | $4,107-45.2% | $3,268-31.1% | $4,779-52.9% |
| Participant deferral / active EE | $4,270 | $5,064-15.7% | $4,080+4.7% | $5,609-23.9% |
| Admin fee / account holder | $609 | $9,087-93.3% | $6,913-91.2% | $10,829-94.4% |