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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 | $32,067 | $127,386-74.8% | $115,037-72.1% | $125,388-74.4% |
| Participation rate | 68.8% | 84.2%-15.4pp | 81.4%-12.6pp | 83.2%-14.4pp |
| Annual return | -3.34% | 31.28%-34.6pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $3,021 | $5,166-41.5% | $4,608-34.4% | $4,866-37.9% |
| Participant deferral / active EE | $4,796 | $6,423-25.3% | $6,026-20.4% | $5,352-10.4% |
| Admin fee / account holder | $2,215 | $9,516-76.7% | $8,175-72.9% | $9,541-76.8% |