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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 | $64,855 | $100,805-35.7% | $86,698-25.2% | $134,532-51.8% |
| Participation rate | 53.8% | 79.0%-25.1pp | 76.6%-22.7pp | 81.2%-27.4pp |
| Annual return | -17.38% | 29.09%-46.5pp | 35.95%-53.3pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,758 | $3,490-49.6% | $2,837-38.0% | $4,741-62.9% |
| Participant deferral / active EE | $3,463 | $5,339-35.1% | $4,656-25.6% | $6,401-45.9% |
| Admin fee / account holder | $2,889 | $10,925-73.6% | $7,493-61.4% | $11,429-74.7% |