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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 | $116,334 | $95,895+21.3% | $79,576+46.2% | $134,509-13.5% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -8.21% | -2.72%-5.5pp | 0.15%-8.4pp | 418.13%-426.3pp |
| Employer contribution / active EE | $1,532 | $3,128-51.0% | $2,413-36.5% | $4,741-67.7% |
| Participant deferral / active EE | $3,582 | $4,693-23.7% | $3,985-10.1% | $6,400-44.0% |
| Admin fee / account holder | $3,719 | $9,129-59.3% | $6,834-45.6% | $11,427-67.5% |