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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 | $72,903 | $57,350+27.1% | $83,849-13.1% | $64,186+13.6% |
| Participation rate | 33.3% | 68.6%-35.3pp | 76.1%-42.8pp | 69.6%-36.2pp |
| Annual return | -8.15% | 11.38%-19.5pp | 850.91%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $780 | $2,545-69.4% | $3,631-78.5% | $2,381-67.3% |
| Participant deferral / active EE | $3,846 | $2,993+28.5% | $4,082-5.8% | $3,470+10.8% |
| Admin fee / account holder | $3,156 | $4,046-22.0% | $5,478-42.4% | $4,888-35.4% |