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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 | $105,463 | $131,835-20.0% | $108,582-2.9% | $273,972-61.5% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.6%-10.3pp | 83.0%-13.8pp |
| Annual return | 10.00% | -91.57%+101.6pp | -51.70%+61.7pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,542 | $4,913-68.6% | $3,758-59.0% | $4,869-68.3% |
| Participant deferral / active EE | $3,769 | $5,127-26.5% | $4,311-12.6% | $5,287-28.7% |
| Admin fee / account holder | $2,160 | $10,253-78.9% | $7,645-71.8% | $10,133-78.7% |