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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 | $74,644 | $140,592-46.9% | $123,105-39.4% | $125,389-40.5% |
| Participation rate | 60.9% | 88.2%-27.3pp | 86.8%-25.9pp | 83.2%-22.3pp |
| Annual return | -0.73% | 16.80%-17.5pp | 13.22%-14.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,291 | $6,041-62.1% | $5,151-55.5% | $4,866-52.9% |
| Participant deferral / active EE | $4,493 | $6,980-35.6% | $6,229-27.9% | $5,352-16.1% |
| Admin fee / account holder | $2,591 | $11,198-76.9% | $9,014-71.3% | $9,541-72.8% |