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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 | $58,304 | $65,704-11.3% | $94,229-38.1% | $59,633-2.2% |
| Participation rate | 62.5% | 72.1%-9.6pp | 78.8%-16.3pp | 68.7%-6.2pp |
| Annual return | -2.23% | 5.22%-7.4pp | 10.68%-12.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $4,803 | $2,021+137.7% | $3,587+33.9% | $2,203+118.1% |
| Participant deferral / active EE | $8,602 | $3,143+173.7% | $4,320+99.1% | $3,192+169.5% |
| Admin fee / account holder | $4,901 | $4,265+14.9% | $6,269-21.8% | $4,297+14.1% |