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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 | $51,112 | $167,362-69.5% | $143,799-64.5% | $134,532-62.0% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -13.84% | 0.47%-14.3pp | -0.04%-13.8pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,718 | $5,620-69.4% | $4,952-65.3% | $4,741-63.8% |
| Participant deferral / active EE | $4,611 | $6,447-28.5% | $5,638-18.2% | $6,401-28.0% |
| Admin fee / account holder | $1,185 | $18,094-93.5% | $14,677-91.9% | $11,429-89.6% |