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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 | $90,231 | $158,852-43.2% | $121,220-25.6% | $135,380-33.3% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | -3.87% | -0.64%-3.2pp | 16.94%-20.8pp | 519.81%-523.7pp |
| Employer contribution / active EE | $972 | $5,666-82.8% | $4,023-75.8% | $4,779-79.7% |
| Participant deferral / active EE | $2,893 | $4,006-27.8% | $3,345-13.5% | $5,609-48.4% |
| Admin fee / account holder | $13,888 | $6,515+113.2% | $5,021+176.6% | $10,828+28.3% |