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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 | $83,203 | $158,852-47.6% | $121,220-31.4% | $135,379-38.5% |
| Participation rate | 58.8% | 79.3%-20.5pp | 71.8%-12.9pp | 82.6%-23.8pp |
| Annual return | -4.54% | -0.64%-3.9pp | 16.94%-21.5pp | 519.79%-524.3pp |
| Employer contribution / active EE | $677 | $5,666-88.1% | $4,023-83.2% | $4,779-85.8% |
| Participant deferral / active EE | $3,993 | $4,006-0.3% | $3,345+19.4% | $5,609-28.8% |
| Admin fee / account holder | $4,773 | $6,515-26.7% | $5,021-4.9% | $10,828-55.9% |