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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 | $64,423 | $131,835-51.1% | $108,582-40.7% | $273,972-76.5% |
| Participation rate | 63.2% | 83.5%-20.3pp | 79.6%-16.4pp | 83.0%-19.9pp |
| Annual return | 7.17% | -91.57%+98.7pp | -51.70%+58.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,095 | $4,913-77.7% | $3,758-70.9% | $4,869-77.5% |
| Participant deferral / active EE | $2,159 | $5,127-57.9% | $4,311-49.9% | $5,287-59.2% |
| Admin fee / account holder | $3,780 | $10,253-63.1% | $7,645-50.6% | $10,133-62.7% |