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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 | $96,901 | $167,362-42.1% | $143,799-32.6% | $134,532-28.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.80% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,533 | $5,620-72.7% | $4,952-69.1% | $4,741-67.7% |
| Participant deferral / active EE | $4,339 | $6,447-32.7% | $5,638-23.1% | $6,401-32.2% |
| Admin fee / account holder | $2,411 | $18,094-86.7% | $14,677-83.6% | $11,429-78.9% |