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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 | $52,977 | $127,387-58.4% | $115,038-53.9% | $125,389-57.7% |
| Participation rate | 58.3% | 84.2%-25.8pp | 81.4%-23.0pp | 83.2%-24.9pp |
| Annual return | -1.78% | 31.28%-33.1pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,618 | $5,166-68.7% | $4,608-64.9% | $4,866-66.8% |
| Participant deferral / active EE | $5,495 | $6,423-14.5% | $6,026-8.8% | $5,352+2.7% |
| Admin fee / account holder | $1,462 | $9,516-84.6% | $8,175-82.1% | $9,541-84.7% |