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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 | $90,184 | $100,805-10.5% | $86,698+4.0% | $134,532-33.0% |
| Participation rate | 37.5% | 79.0%-41.5pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -5.09% | 29.09%-34.2pp | 35.95%-41.0pp | 418.27%-423.4pp |
| Employer contribution / active EE | $1,499 | $3,490-57.1% | $2,837-47.2% | $4,741-68.4% |
| Participant deferral / active EE | $6,145 | $5,339+15.1% | $4,656+32.0% | $6,401-4.0% |
| Admin fee / account holder | $889 | $10,925-91.9% | $7,493-88.1% | $11,429-92.2% |