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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 | $93,557 | $99,032-5.5% | $80,022+16.9% | $135,380-30.9% |
| Participation rate | 40.0% | 78.4%-38.4pp | 75.8%-35.8pp | 82.6%-42.6pp |
| Annual return | -8.55% | 15.39%-23.9pp | 11.22%-19.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,012 | $3,043-66.7% | $2,468-59.0% | $4,779-78.8% |
| Participant deferral / active EE | $2,549 | $4,282-40.5% | $3,686-30.8% | $5,609-54.6% |
| Admin fee / account holder | $1,834 | $10,436-82.4% | $6,521-71.9% | $10,828-83.1% |