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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 | $40,400 | $100,792-59.9% | $86,691-53.4% | $134,509-70.0% |
| Participation rate | 59.1% | 78.9%-19.9pp | 76.6%-17.5pp | 81.2%-22.1pp |
| Annual return | -14.75% | 29.08%-43.8pp | 35.94%-50.7pp | 418.13%-432.9pp |
| Employer contribution / active EE | $1,945 | $3,491-44.3% | $2,837-31.4% | $4,741-59.0% |
| Participant deferral / active EE | $4,566 | $5,339-14.5% | $4,656-1.9% | $6,400-28.7% |
| Admin fee / account holder | $9,676 | $10,924-11.4% | $7,492+29.1% | $11,427-15.3% |