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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 | $90,826 | $57,352+58.4% | $83,830+8.3% | $64,173+41.5% |
| Participation rate | 41.4% | 68.6%-27.2pp | 76.1%-34.8pp | 69.6%-28.2pp |
| Annual return | -5.55% | 11.38%-16.9pp | 850.97%-856.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $875 | $2,546-65.6% | $3,631-75.9% | $2,381-63.3% |
| Participant deferral / active EE | $2,865 | $2,993-4.3% | $4,082-29.8% | $3,470-17.4% |
| Admin fee / account holder | $984 | $4,046-75.7% | $5,479-82.0% | $4,887-79.9% |