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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 | $109,935 | $92,219+19.2% | $76,768+43.2% | $135,379-18.8% |
| Participation rate | 69.6% | 79.8%-10.2pp | 77.0%-7.4pp | 82.6%-13.1pp |
| Annual return | -5.60% | 5.46%-11.1pp | 2.43%-8.0pp | 519.79%-525.4pp |
| Employer contribution / active EE | $690 | $3,216-78.5% | $2,485-72.2% | $4,779-85.6% |
| Participant deferral / active EE | $4,297 | $4,508-4.7% | $3,852+11.6% | $5,609-23.4% |
| Admin fee / account holder | $3,216 | $10,749-70.1% | $6,675-51.8% | $10,828-70.3% |