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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 | $52,350 | $87,546-40.2% | $75,784-30.9% | $125,389-58.2% |
| Participation rate | 38.1% | 80.2%-42.1pp | 75.8%-37.7pp | 83.2%-45.1pp |
| Annual return | -3.00% | 13.49%-16.5pp | 9.68%-12.7pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,478 | $3,930-62.4% | $3,323-55.5% | $4,866-69.6% |
| Participant deferral / active EE | $2,703 | $4,230-36.1% | $3,652-26.0% | $5,352-49.5% |
| Admin fee / account holder | $540 | $6,503-91.7% | $5,300-89.8% | $9,541-94.3% |