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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 | $88,029 | $99,032-11.1% | $80,022+10.0% | $135,380-35.0% |
| Participation rate | 38.9% | 78.4%-39.5pp | 75.8%-36.9pp | 82.6%-43.8pp |
| Annual return | -5.31% | 15.39%-20.7pp | 11.22%-16.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,265 | $3,043-58.4% | $2,468-48.8% | $4,779-73.5% |
| Participant deferral / active EE | $2,074 | $4,282-51.6% | $3,686-43.7% | $5,609-63.0% |
| Admin fee / account holder | $2,264 | $10,436-78.3% | $6,521-65.3% | $10,828-79.1% |