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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 | $34,677 | $100,811-65.6% | $86,698-60.0% | $134,545-74.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -14.73% | 29.11%-43.8pp | 35.96%-50.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $1,872 | $3,490-46.4% | $2,837-34.0% | $4,742-60.5% |
| Participant deferral / active EE | $4,603 | $5,339-13.8% | $4,656-1.1% | $6,401-28.1% |
| Admin fee / account holder | $359 | $10,926-96.7% | $7,492-95.2% | $11,431-96.9% |