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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 | $55,605 | $134,001-58.5% | $112,258-50.5% | $134,509-58.7% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -16.84% | 47.15%-64.0pp | 27.47%-44.3pp | 418.13%-435.0pp |
| Employer contribution / active EE | $802 | $4,039-80.1% | $3,636-77.9% | $4,741-83.1% |
| Participant deferral / active EE | $1,798 | $5,291-66.0% | $4,728-62.0% | $6,400-71.9% |
| Admin fee / account holder | $834 | $7,491-88.9% | $6,411-87.0% | $11,427-92.7% |