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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 | $187,232 | $107,809+73.7% | $90,657+106.5% | $135,380+38.3% |
| Participation rate | 37.5% | 78.0%-40.5pp | 74.0%-36.5pp | 82.6%-45.1pp |
| Annual return | -4.73% | -0.90%-3.8pp | 1.89%-6.6pp | 519.81%-524.5pp |
| Employer contribution / active EE | $508 | $3,018-83.2% | $2,532-79.9% | $4,779-89.4% |
| Participant deferral / active EE | $3,030 | $3,872-21.8% | $3,424-11.5% | $5,609-46.0% |
| Admin fee / account holder | $1,696 | $5,931-71.4% | $4,994-66.0% | $10,828-84.3% |