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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 | $68,579 | $100,792-32.0% | $86,691-20.9% | $134,509-49.0% |
| Participation rate | 43.5% | 78.9%-35.5pp | 76.6%-33.1pp | 81.2%-37.7pp |
| Annual return | -17.27% | 29.08%-46.3pp | 35.94%-53.2pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,047 | $3,491-70.0% | $2,837-63.1% | $4,741-77.9% |
| Participant deferral / active EE | $3,510 | $5,339-34.3% | $4,656-24.6% | $6,400-45.2% |
| Admin fee / account holder | $1,086 | $10,924-90.1% | $7,492-85.5% | $11,427-90.5% |