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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 | $77,087 | $107,809-28.5% | $90,657-15.0% | $135,379-43.1% |
| Participation rate | 37.5% | 78.0%-40.5pp | 74.0%-36.5pp | 82.6%-45.1pp |
| Annual return | -7.18% | -0.90%-6.3pp | 1.89%-9.1pp | 519.79%-527.0pp |
| Employer contribution / active EE | $817 | $3,018-72.9% | $2,532-67.7% | $4,779-82.9% |
| Participant deferral / active EE | $4,443 | $3,872+14.8% | $3,424+29.7% | $5,609-20.8% |
| Admin fee / account holder | $1,042 | $5,931-82.4% | $4,994-79.1% | $10,828-90.4% |