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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 | $114,774 | $100,805+13.9% | $86,698+32.4% | $134,532-14.7% |
| Participation rate | 45.5% | 79.0%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -13.01% | 29.09%-42.1pp | 35.95%-49.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $889 | $3,490-74.5% | $2,837-68.7% | $4,741-81.2% |
| Participant deferral / active EE | $2,053 | $5,339-61.6% | $4,656-55.9% | $6,401-67.9% |
| Admin fee / account holder | $6,530 | $10,925-40.2% | $7,493-12.8% | $11,429-42.9% |