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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 | $41,136 | $127,387-67.7% | $115,038-64.2% | $125,389-67.2% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.79% | 31.28%-32.1pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $964 | $5,166-81.3% | $4,608-79.1% | $4,866-80.2% |
| Participant deferral / active EE | $4,166 | $6,423-35.1% | $6,026-30.9% | $5,352-22.2% |
| Admin fee / account holder | $8,695 | $9,516-8.6% | $8,175+6.4% | $9,541-8.9% |