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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 | $92,110 | $91,911+0.2% | $68,612+34.2% | $135,379-32.0% |
| Participation rate | 63.2% | 76.7%-13.6pp | 72.2%-9.1pp | 82.6%-19.5pp |
| Annual return | 0.12% | -8.22%+8.3pp | -4.63%+4.8pp | 519.79%-519.7pp |
| Employer contribution / active EE | $2,523 | $3,924-35.7% | $2,625-3.9% | $4,779-47.2% |
| Participant deferral / active EE | $3,510 | $4,315-18.7% | $3,311+6.0% | $5,609-37.4% |
| Admin fee / account holder | $1,817 | $9,240-80.3% | $5,131-64.6% | $10,828-83.2% |