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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 | $52,926 | $100,792-47.5% | $86,691-38.9% | $134,509-60.7% |
| Participation rate | 61.1% | 78.9%-17.8pp | 76.6%-15.5pp | 81.2%-20.1pp |
| Annual return | -16.31% | 29.08%-45.4pp | 35.94%-52.3pp | 418.13%-434.4pp |
| Employer contribution / active EE | $1,881 | $3,491-46.1% | $2,837-33.7% | $4,741-60.3% |
| Participant deferral / active EE | $4,225 | $5,339-20.9% | $4,656-9.3% | $6,400-34.0% |
| Admin fee / account holder | $2,344 | $10,924-78.5% | $7,492-68.7% | $11,427-79.5% |