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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 | $68,863 | $211,946-67.5% | $169,452-59.4% | $135,380-49.1% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -5.92% | 3.26%-9.2pp | 1.83%-7.8pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,103 | $5,117-78.5% | $4,157-73.5% | $4,779-76.9% |
| Participant deferral / active EE | $1,995 | $6,075-67.2% | $5,277-62.2% | $5,609-64.4% |
| Admin fee / account holder | $7,910 | $11,472-31.0% | $9,110-13.2% | $10,828-26.9% |