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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 | $76,688 | $131,835-41.8% | $108,582-29.4% | $273,972-72.0% |
| Participation rate | 52.2% | 83.5%-31.3pp | 79.6%-27.4pp | 83.0%-30.8pp |
| Annual return | 8.46% | -91.57%+100.0pp | -51.70%+60.2pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,483 | $4,913-69.8% | $3,758-60.5% | $4,869-69.5% |
| Participant deferral / active EE | $3,436 | $5,127-33.0% | $4,311-20.3% | $5,287-35.0% |
| Admin fee / account holder | $7,093 | $10,253-30.8% | $7,645-7.2% | $10,133-30.0% |