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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 | $50,410 | $105,861-52.4% | $90,756-44.5% | $134,509-62.5% |
| Participation rate | 68.2% | 78.2%-10.1pp | 75.7%-7.5pp | 81.2%-13.0pp |
| Annual return | -9.62% | -10.99%+1.4pp | -12.16%+2.5pp | 418.13%-427.8pp |
| Employer contribution / active EE | $2,467 | $3,463-28.8% | $2,922-15.6% | $4,741-48.0% |
| Participant deferral / active EE | $4,428 | $5,217-15.1% | $4,565-3.0% | $6,400-30.8% |
| Admin fee / account holder | $15,861 | $13,938+13.8% | $8,445+87.8% | $11,427+38.8% |