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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 | $36,751 | $43,730-16.0% | $121,220-69.7% | $64,173-42.7% |
| Participation rate | 51.7% | 58.3%-6.7pp | 71.8%-20.1pp | 69.6%-17.9pp |
| Annual return | -5.92% | 68.94%-74.9pp | 16.94%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,132 | $1,297-12.7% | $4,023-71.9% | $2,381-52.5% |
| Participant deferral / active EE | $2,099 | $2,281-8.0% | $3,345-37.3% | $3,470-39.5% |
| Admin fee / account holder | $4,913 | $3,502+40.3% | $5,021-2.2% | $4,887+0.5% |