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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 | $87,096 | $129,959-33.0% | $104,301-16.5% | $134,532-35.3% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | 0.48% | 42.04%-41.6pp | 24.61%-24.1pp | 418.27%-417.8pp |
| Employer contribution / active EE | $893 | $4,185-78.7% | $3,373-73.5% | $4,741-81.2% |
| Participant deferral / active EE | $5,271 | $5,589-5.7% | $4,626+14.0% | $6,401-17.6% |
| Admin fee / account holder | $361 | $9,325-96.1% | $7,340-95.1% | $11,429-96.8% |