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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 | $54,345 | $127,387-57.3% | $115,038-52.8% | $125,389-56.7% |
| Participation rate | 63.2% | 84.2%-21.0pp | 81.4%-18.2pp | 83.2%-20.0pp |
| Annual return | -1.61% | 31.28%-32.9pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,262 | $5,166-56.2% | $4,608-50.9% | $4,866-53.5% |
| Participant deferral / active EE | $5,232 | $6,423-18.5% | $6,026-13.2% | $5,352-2.2% |
| Admin fee / account holder | $864 | $9,516-90.9% | $8,175-89.4% | $9,541-90.9% |