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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 | $37,589 | $87,546-57.1% | $75,784-50.4% | $125,389-70.0% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -3.22% | 13.49%-16.7pp | 9.68%-12.9pp | 282.24%-285.5pp |
| Employer contribution / active EE | $972 | $3,930-75.3% | $3,323-70.8% | $4,866-80.0% |
| Participant deferral / active EE | $2,426 | $4,230-42.6% | $3,652-33.6% | $5,352-54.7% |
| Admin fee / account holder | $3,268 | $6,503-49.7% | $5,300-38.3% | $9,541-65.7% |