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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 | $55,570 | $90,448-38.6% | $93,786-40.7% | $134,545-58.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 81.0%-18.5pp | 81.2%-18.7pp |
| Annual return | -16.71% | -15.71%-1.0pp | -11.32%-5.4pp | 418.37%-435.1pp |
| Employer contribution / active EE | $4,079 | $4,349-6.2% | $4,328-5.8% | $4,742-14.0% |
| Participant deferral / active EE | $3,767 | $5,983-37.0% | $6,100-38.2% | $6,401-41.1% |
| Admin fee / account holder | $579 | $9,232-93.7% | $7,184-91.9% | $11,431-94.9% |