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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 | $81,739 | $127,387-35.8% | $115,038-28.9% | $125,389-34.8% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -2.28% | 31.28%-33.6pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,691 | $5,166-67.3% | $4,608-63.3% | $4,866-65.2% |
| Participant deferral / active EE | $8,518 | $6,423+32.6% | $6,026+41.3% | $5,352+59.2% |
| Admin fee / account holder | $976 | $9,516-89.7% | $8,175-88.1% | $9,541-89.8% |