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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 | $61,773 | $82,324-25.0% | $68,803-10.2% | $134,545-54.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -15.89% | -2.17%-13.7pp | -6.37%-9.5pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,777 | $3,302-46.2% | $2,656-33.1% | $4,742-62.5% |
| Participant deferral / active EE | $4,469 | $4,740-5.7% | $3,942+13.4% | $6,401-30.2% |
| Admin fee / account holder | $2,215 | $6,485-65.9% | $4,936-55.1% | $11,431-80.6% |