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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 | $97,793 | $91,911+6.4% | $68,793+42.2% | $135,382-27.8% |
| Participation rate | 54.5% | 76.7%-22.2pp | 72.2%-17.7pp | 82.6%-28.1pp |
| Annual return | -5.69% | -8.22%+2.5pp | -4.63%-1.1pp | 519.77%-525.5pp |
| Employer contribution / active EE | $869 | $3,924-77.8% | $2,625-66.9% | $4,779-81.8% |
| Participant deferral / active EE | $6,945 | $4,315+60.9% | $3,311+109.7% | $5,609+23.8% |
| Admin fee / account holder | $348 | $9,240-96.2% | $5,131-93.2% | $10,829-96.8% |