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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 | $64,795 | $57,350+13.0% | $83,850-22.7% | $64,181+1.0% |
| Participation rate | 36.1% | 68.6%-32.5pp | 76.1%-40.0pp | 69.6%-33.5pp |
| Annual return | -6.09% | 11.38%-17.5pp | 850.92%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $654 | $2,545-74.3% | $3,631-82.0% | $2,381-72.5% |
| Participant deferral / active EE | $3,981 | $2,993+33.0% | $4,082-2.5% | $3,470+14.8% |
| Admin fee / account holder | $4,160 | $4,046+2.8% | $5,478-24.1% | $4,887-14.9% |