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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 | $55,501 | $57,352-3.2% | $83,831-33.8% | $64,173-13.5% |
| Participation rate | 40.7% | 68.6%-27.9pp | 76.1%-35.4pp | 69.6%-28.8pp |
| Annual return | -7.12% | 11.38%-18.5pp | 850.99%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $765 | $2,546-70.0% | $3,631-78.9% | $2,381-67.9% |
| Participant deferral / active EE | $1,401 | $2,993-53.2% | $4,082-65.7% | $3,470-59.6% |
| Admin fee / account holder | $2,161 | $4,046-46.6% | $5,479-60.6% | $4,887-55.8% |