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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 | $50,357 | $127,386-60.5% | $115,037-56.2% | $125,388-59.8% |
| Participation rate | 30.4% | 84.2%-53.7pp | 81.4%-50.9pp | 83.2%-52.8pp |
| Annual return | -1.14% | 31.28%-32.4pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,201 | $5,166-57.4% | $4,608-52.2% | $4,866-54.8% |
| Participant deferral / active EE | $5,410 | $6,423-15.8% | $6,026-10.2% | $5,352+1.1% |
| Admin fee / account holder | $4,039 | $9,516-57.6% | $8,175-50.6% | $9,541-57.7% |