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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 | $105,758 | $85,790+23.3% | $67,313+57.1% | $135,379-21.9% |
| Participation rate | 63.2% | 76.5%-13.3pp | 69.1%-5.9pp | 82.6%-19.5pp |
| Annual return | -2.16% | -0.54%-1.6pp | -4.08%+1.9pp | 519.79%-521.9pp |
| Employer contribution / active EE | $2,681 | $3,487-23.1% | $2,566+4.5% | $4,779-43.9% |
| Participant deferral / active EE | $3,924 | $4,651-15.6% | $3,568+10.0% | $5,609-30.0% |
| Admin fee / account holder | $19,473 | $6,392+204.6% | $4,507+332.1% | $10,828+79.8% |