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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 | $89,427 | $57,352+55.9% | $83,831+6.7% | $64,173+39.4% |
| Participation rate | 61.9% | 68.6%-6.7pp | 76.1%-14.2pp | 69.6%-7.7pp |
| Annual return | -2.56% | 11.38%-13.9pp | 850.99%-853.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,499 | $2,546-41.1% | $3,631-58.7% | $2,381-37.0% |
| Participant deferral / active EE | $3,086 | $2,993+3.1% | $4,082-24.4% | $3,470-11.1% |
| Admin fee / account holder | $1,415 | $4,046-65.0% | $5,479-74.2% | $4,887-71.1% |