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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 | $66,337 | $133,998-50.5% | $112,263-40.9% | $134,545-50.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -15.46% | 47.17%-62.6pp | 27.49%-43.0pp | 418.37%-433.8pp |
| Employer contribution / active EE | $857 | $4,040-78.8% | $3,636-76.4% | $4,742-81.9% |
| Participant deferral / active EE | $3,638 | $5,292-31.3% | $4,729-23.1% | $6,401-43.2% |
| Admin fee / account holder | $631 | $7,493-91.6% | $6,410-90.2% | $11,431-94.5% |