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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 | $66,803 | $131,835-49.3% | $108,582-38.5% | $273,972-75.6% |
| Participation rate | 59.1% | 83.5%-24.4pp | 79.6%-20.5pp | 83.0%-23.9pp |
| Annual return | 8.21% | -91.57%+99.8pp | -51.70%+59.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $917 | $4,913-81.3% | $3,758-75.6% | $4,869-81.2% |
| Participant deferral / active EE | $1,748 | $5,127-65.9% | $4,311-59.4% | $5,287-66.9% |
| Admin fee / account holder | $42,350 | $10,253+313.1% | $7,645+453.9% | $10,133+318.0% |