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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 | $68,804 | $127,387-46.0% | $115,038-40.2% | $125,389-45.1% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -0.01% | 31.28%-31.3pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,974 | $5,166-42.4% | $4,608-35.5% | $4,866-38.9% |
| Participant deferral / active EE | $8,131 | $6,423+26.6% | $6,026+34.9% | $5,352+51.9% |
| Admin fee / account holder | $2,108 | $9,516-77.9% | $8,175-74.2% | $9,541-77.9% |