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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 | $47,884 | $100,792-52.5% | $86,691-44.8% | $134,509-64.4% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -4.23% | 29.08%-33.3pp | 35.94%-40.2pp | 418.13%-422.4pp |
| Employer contribution / active EE | $2,724 | $3,491-22.0% | $2,837-4.0% | $4,741-42.5% |
| Participant deferral / active EE | $8,623 | $5,339+61.5% | $4,656+85.2% | $6,400+34.7% |
| Admin fee / account holder | $2,275 | $10,924-79.2% | $7,492-69.6% | $11,427-80.1% |