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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 | $92,571 | $167,362-44.7% | $143,799-35.6% | $134,532-31.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -4.09% | 0.47%-4.6pp | -0.04%-4.0pp | 418.27%-422.4pp |
| Employer contribution / active EE | $3,424 | $5,620-39.1% | $4,952-30.8% | $4,741-27.8% |
| Participant deferral / active EE | $10,533 | $6,447+63.4% | $5,638+86.8% | $6,401+64.6% |
| Admin fee / account holder | $2,965 | $18,094-83.6% | $14,677-79.8% | $11,429-74.1% |