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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 | $55,602 | $87,544-36.5% | $75,784-26.6% | $125,388-55.7% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -2.19% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $624 | $3,930-84.1% | $3,323-81.2% | $4,866-87.2% |
| Participant deferral / active EE | $1,178 | $4,229-72.2% | $3,652-67.7% | $5,352-78.0% |
| Admin fee / account holder | $2,147 | $6,502-67.0% | $5,300-59.5% | $9,541-77.5% |