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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 | $61,868 | $100,792-38.6% | $86,691-28.6% | $134,509-54.0% |
| Participation rate | 45.5% | 78.9%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -16.68% | 29.08%-45.8pp | 35.94%-52.6pp | 418.13%-434.8pp |
| Employer contribution / active EE | $1,064 | $3,491-69.5% | $2,837-62.5% | $4,741-77.6% |
| Participant deferral / active EE | $2,793 | $5,339-47.7% | $4,656-40.0% | $6,400-56.4% |
| Admin fee / account holder | $7,844 | $10,924-28.2% | $7,492+4.7% | $11,427-31.4% |