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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 | $56,472 | $131,835-57.2% | $108,582-48.0% | $273,972-79.4% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | 8.61% | -91.57%+100.2pp | -51.70%+60.3pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,469 | $4,913-70.1% | $3,758-60.9% | $4,869-69.8% |
| Participant deferral / active EE | $6,745 | $5,127+31.5% | $4,311+56.5% | $5,287+27.6% |
| Admin fee / account holder | $1,373 | $10,253-86.6% | $7,645-82.0% | $10,133-86.5% |