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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 | $50,940 | $131,835-61.4% | $108,582-53.1% | $273,972-81.4% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 13.50% | -91.57%+105.1pp | -51.70%+65.2pp | 41.46%-28.0pp |
| Employer contribution / active EE | $3,519 | $4,913-28.4% | $3,758-6.4% | $4,869-27.7% |
| Participant deferral / active EE | $9,868 | $5,127+92.4% | $4,311+128.9% | $5,287+86.6% |
| Admin fee / account holder | $7,342 | $10,253-28.4% | $7,645-4.0% | $10,133-27.5% |