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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 | $104,105 | $158,852-34.5% | $121,220-14.1% | $135,379-23.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -3.83% | -0.64%-3.2pp | 16.94%-20.8pp | 519.79%-523.6pp |
| Employer contribution / active EE | $518 | $5,666-90.9% | $4,023-87.1% | $4,779-89.2% |
| Participant deferral / active EE | $1,091 | $4,006-72.8% | $3,345-67.4% | $5,609-80.5% |
| Admin fee / account holder | $24,012 | $6,515+268.6% | $5,021+378.3% | $10,828+121.8% |