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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 | $37,939 | $131,835-71.2% | $108,582-65.1% | $273,972-86.2% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 7.31% | -91.57%+98.9pp | -51.70%+59.0pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,853 | $4,913-41.9% | $3,758-24.1% | $4,869-41.4% |
| Participant deferral / active EE | $3,677 | $5,127-28.3% | $4,311-14.7% | $5,287-30.5% |
| Admin fee / account holder | $2,787 | $10,253-72.8% | $7,645-63.6% | $10,133-72.5% |