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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 | $46,490 | $127,387-63.5% | $115,038-59.6% | $125,389-62.9% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -1.80% | 31.28%-33.1pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,704 | $5,166-67.0% | $4,608-63.0% | $4,866-65.0% |
| Participant deferral / active EE | $1,994 | $6,423-69.0% | $6,026-66.9% | $5,352-62.7% |
| Admin fee / account holder | $644 | $9,516-93.2% | $8,175-92.1% | $9,541-93.3% |