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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 | $48,146 | $167,504-71.3% | $151,628-68.2% | $134,509-64.2% |
| Participation rate | 61.9% | 88.4%-26.5pp | 87.5%-25.6pp | 81.2%-19.3pp |
| Annual return | -19.65% | 7.81%-27.5pp | 3.34%-23.0pp | 418.13%-437.8pp |
| Employer contribution / active EE | $3,842 | $6,828-43.7% | $6,165-37.7% | $4,741-19.0% |
| Participant deferral / active EE | $8,448 | $8,985-6.0% | $8,363+1.0% | $6,400+32.0% |
| Admin fee / account holder | $1,361 | $13,779-90.1% | $11,613-88.3% | $11,427-88.1% |