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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 | $80,928 | $95,188-15.0% | $76,518+5.8% | $135,379-40.2% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.0%-28.0pp | 82.6%-42.6pp |
| Annual return | -4.45% | 4.85%-9.3pp | -0.27%-4.2pp | 519.79%-524.2pp |
| Employer contribution / active EE | $1,355 | $3,303-59.0% | $2,647-48.8% | $4,779-71.7% |
| Participant deferral / active EE | $2,399 | $4,640-48.3% | $3,836-37.5% | $5,609-57.2% |
| Admin fee / account holder | $7,015 | $6,249+12.3% | $4,849+44.7% | $10,828-35.2% |