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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 | $47,232 | $167,353-71.8% | $143,797-67.2% | $134,545-64.9% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -15.07% | 0.48%-15.5pp | -0.04%-15.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $1,288 | $5,620-77.1% | $4,952-74.0% | $4,742-72.8% |
| Participant deferral / active EE | $3,901 | $6,447-39.5% | $5,638-30.8% | $6,401-39.1% |
| Admin fee / account holder | $2,862 | $18,096-84.2% | $14,679-80.5% | $11,431-75.0% |