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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 | $53,176 | $131,835-59.7% | $108,582-51.0% | $273,972-80.6% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.6%-17.1pp | 83.0%-20.5pp |
| Annual return | 6.97% | -91.57%+98.5pp | -51.70%+58.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,133 | $4,913-76.9% | $3,758-69.9% | $4,869-76.7% |
| Participant deferral / active EE | $3,166 | $5,127-38.3% | $4,311-26.6% | $5,287-40.1% |
| Admin fee / account holder | $1,333 | $10,253-87.0% | $7,645-82.6% | $10,133-86.8% |