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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 | $77,308 | $87,546-11.7% | $75,784+2.0% | $125,389-38.3% |
| Participation rate | 69.2% | 80.2%-10.9pp | 75.8%-6.6pp | 83.2%-14.0pp |
| Annual return | -2.37% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,886 | $3,930-52.0% | $3,323-43.3% | $4,866-61.2% |
| Participant deferral / active EE | $7,172 | $4,230+69.6% | $3,652+96.4% | $5,352+34.0% |
| Admin fee / account holder | $389 | $6,503-94.0% | $5,300-92.7% | $9,541-95.9% |