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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 | $79,844 | $129,959-38.6% | $104,301-23.4% | $134,532-40.7% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -17.54% | 42.04%-59.6pp | 24.61%-42.2pp | 418.27%-435.8pp |
| Employer contribution / active EE | $944 | $4,185-77.5% | $3,373-72.0% | $4,741-80.1% |
| Participant deferral / active EE | $2,126 | $5,589-62.0% | $4,626-54.0% | $6,401-66.8% |
| Admin fee / account holder | $4,142 | $9,325-55.6% | $7,340-43.6% | $11,429-63.8% |