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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 | $52,785 | $140,592-62.5% | $123,106-57.1% | $125,388-57.9% |
| Participation rate | 58.3% | 88.2%-29.9pp | 86.8%-28.4pp | 83.2%-24.9pp |
| Annual return | -2.70% | 16.80%-19.5pp | 13.22%-15.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,184 | $6,041-63.8% | $5,151-57.6% | $4,866-55.1% |
| Participant deferral / active EE | $5,951 | $6,980-14.7% | $6,229-4.5% | $5,352+11.2% |
| Admin fee / account holder | $333 | $11,198-97.0% | $9,015-96.3% | $9,541-96.5% |