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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 | $74,340 | $99,032-24.9% | $80,022-7.1% | $135,379-45.1% |
| Participation rate | 54.5% | 78.4%-23.8pp | 75.8%-21.3pp | 82.6%-28.1pp |
| Annual return | -8.87% | 15.39%-24.3pp | 11.22%-20.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,712 | $3,043-43.8% | $2,468-30.6% | $4,779-64.2% |
| Participant deferral / active EE | $2,603 | $4,282-39.2% | $3,686-29.4% | $5,609-53.6% |
| Admin fee / account holder | $820 | $10,436-92.1% | $6,521-87.4% | $10,828-92.4% |