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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 | $71,132 | $87,544-18.7% | $75,784-6.1% | $125,388-43.3% |
| Participation rate | 31.6% | 80.2%-48.6pp | 75.8%-44.2pp | 83.2%-51.6pp |
| Annual return | -2.05% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $755 | $3,930-80.8% | $3,323-77.3% | $4,866-84.5% |
| Participant deferral / active EE | $1,163 | $4,229-72.5% | $3,652-68.1% | $5,352-78.3% |
| Admin fee / account holder | $30,701 | $6,502+372.2% | $5,300+479.3% | $9,541+221.8% |