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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 | $89,346 | $95,915-6.8% | $79,580+12.3% | $134,532-33.6% |
| Participation rate | 54.2% | 75.0%-20.9pp | 69.5%-15.3pp | 81.2%-27.1pp |
| Annual return | -9.00% | -2.71%-6.3pp | 0.15%-9.1pp | 418.27%-427.3pp |
| Employer contribution / active EE | $3,017 | $3,129-3.6% | $2,413+25.0% | $4,741-36.4% |
| Participant deferral / active EE | $3,208 | $4,693-31.7% | $3,985-19.5% | $6,401-49.9% |
| Admin fee / account holder | $1,045 | $9,132-88.6% | $6,835-84.7% | $11,429-90.9% |