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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 | $81,570 | $131,835-38.1% | $108,582-24.9% | $273,972-70.2% |
| Participation rate | 52.2% | 83.5%-31.3pp | 79.6%-27.4pp | 83.0%-30.8pp |
| Annual return | 5.85% | -91.57%+97.4pp | -51.70%+57.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $922 | $4,913-81.2% | $3,758-75.5% | $4,869-81.1% |
| Participant deferral / active EE | $2,430 | $5,127-52.6% | $4,311-43.6% | $5,287-54.0% |
| Admin fee / account holder | $789 | $10,253-92.3% | $7,645-89.7% | $10,133-92.2% |