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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 | $36,493 | $69,541-47.5% | $59,899-39.1% | $135,380-73.0% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.7%-5.5pp | 82.6%-13.4pp |
| Annual return | -3.99% | 7.95%-11.9pp | 3.46%-7.4pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,488 | $3,236-54.0% | $2,723-45.3% | $4,779-68.9% |
| Participant deferral / active EE | $4,357 | $4,206+3.6% | $3,402+28.0% | $5,609-22.3% |
| Admin fee / account holder | $17,870 | $5,737+211.5% | $3,592+397.5% | $10,828+65.0% |