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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 | $31,284 | $167,522-81.3% | $151,639-79.4% | $134,532-76.7% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -11.15% | 7.81%-19.0pp | 3.34%-14.5pp | 418.27%-429.4pp |
| Employer contribution / active EE | $1,545 | $6,828-77.4% | $6,165-74.9% | $4,741-67.4% |
| Participant deferral / active EE | $5,257 | $8,986-41.5% | $8,363-37.1% | $6,401-17.9% |
| Admin fee / account holder | $1,195 | $13,780-91.3% | $11,613-89.7% | $11,429-89.5% |