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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 | $74,960 | $127,387-41.2% | $115,038-34.8% | $125,389-40.2% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -2.66% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,038 | $5,166-60.6% | $4,608-55.8% | $4,866-58.1% |
| Participant deferral / active EE | $4,589 | $6,423-28.6% | $6,026-23.8% | $5,352-14.2% |
| Admin fee / account holder | $2,420 | $9,516-74.6% | $8,175-70.4% | $9,541-74.6% |