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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 | $92,161 | $154,193-40.2% | $130,045-29.1% | $139,466-33.9% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.5%-20.6pp | 80.3%-22.4pp |
| Annual return | 21.99% | 32.51%-10.5pp | -137.30%+159.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $2,307 | $5,292-56.4% | $4,321-46.6% | $4,754-51.5% |
| Participant deferral / active EE | $3,157 | $6,709-52.9% | $5,820-45.8% | $6,712-53.0% |
| Admin fee / account holder | $4,688 | $13,989-66.5% | $10,600-55.8% | $11,409-58.9% |