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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 | $76,484 | $57,352+33.4% | $83,830-8.8% | $64,173+19.2% |
| Participation rate | 54.5% | 68.6%-14.1pp | 76.1%-21.6pp | 69.6%-15.0pp |
| Annual return | -3.77% | 11.38%-15.2pp | 850.97%-854.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,297 | $2,546-49.0% | $3,631-64.3% | $2,381-45.5% |
| Participant deferral / active EE | $2,595 | $2,993-13.3% | $4,082-36.4% | $3,470-25.2% |
| Admin fee / account holder | $12,571 | $4,046+210.7% | $5,479+129.5% | $4,887+157.2% |