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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 | $59,331 | $95,188-37.7% | $76,518-22.5% | $135,379-56.2% |
| Participation rate | 61.1% | 74.4%-13.3pp | 68.0%-6.9pp | 82.6%-21.5pp |
| Annual return | -7.25% | 4.85%-12.1pp | -0.27%-7.0pp | 519.79%-527.0pp |
| Employer contribution / active EE | $3,044 | $3,303-7.8% | $2,647+15.0% | $4,779-36.3% |
| Participant deferral / active EE | $7,261 | $4,640+56.5% | $3,836+89.3% | $5,609+29.4% |
| Admin fee / account holder | $1,658 | $6,249-73.5% | $4,849-65.8% | $10,828-84.7% |