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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 | $85,463 | $107,809-20.7% | $90,657-5.7% | $135,380-36.9% |
| Participation rate | 52.2% | 78.0%-25.9pp | 74.0%-21.9pp | 82.6%-30.5pp |
| Annual return | -4.44% | -0.90%-3.5pp | 1.89%-6.3pp | 519.81%-524.2pp |
| Employer contribution / active EE | $743 | $3,018-75.4% | $2,532-70.6% | $4,779-84.4% |
| Participant deferral / active EE | $2,171 | $3,872-43.9% | $3,424-36.6% | $5,609-61.3% |
| Admin fee / account holder | $1,308 | $5,931-78.0% | $4,994-73.8% | $10,828-87.9% |