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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 | $90,343 | $57,350+57.5% | $83,850+7.7% | $64,181+40.8% |
| Participation rate | 40.2% | 68.6%-28.4pp | 76.1%-35.9pp | 69.6%-29.3pp |
| Annual return | -7.68% | 11.38%-19.1pp | 850.92%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,121 | $2,545-56.0% | $3,631-69.1% | $2,381-52.9% |
| Participant deferral / active EE | $2,441 | $2,993-18.4% | $4,082-40.2% | $3,470-29.6% |
| Admin fee / account holder | $5,505 | $4,046+36.1% | $5,478+0.5% | $4,887+12.6% |