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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 | $89,939 | $57,352+56.8% | $83,830+7.3% | $64,173+40.2% |
| Participation rate | 28.4% | 68.6%-40.2pp | 76.1%-47.7pp | 69.6%-41.1pp |
| Annual return | -6.21% | 11.38%-17.6pp | 850.97%-857.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $787 | $2,546-69.1% | $3,631-78.3% | $2,381-67.0% |
| Participant deferral / active EE | $1,796 | $2,993-40.0% | $4,082-56.0% | $3,470-48.2% |
| Admin fee / account holder | $301 | $4,046-92.6% | $5,479-94.5% | $4,887-93.8% |