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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 | $57,527 | $127,386-54.8% | $115,037-50.0% | $125,393-54.1% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -0.91% | 31.28%-32.2pp | 26.14%-27.1pp | 282.23%-283.1pp |
| Employer contribution / active EE | $1,417 | $5,166-72.6% | $4,608-69.2% | $4,866-70.9% |
| Participant deferral / active EE | $5,004 | $6,423-22.1% | $6,026-17.0% | $5,351-6.5% |
| Admin fee / account holder | $8,659 | $9,516-9.0% | $8,175+5.9% | $9,541-9.2% |