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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 | $76,307 | $113,941-33.0% | $94,229-19.0% | $125,389-39.1% |
| Participation rate | 61.5% | 82.9%-21.4pp | 78.8%-17.2pp | 83.2%-21.7pp |
| Annual return | -1.13% | 5.29%-6.4pp | 10.68%-11.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,914 | $4,727-59.5% | $3,587-46.6% | $4,866-60.7% |
| Participant deferral / active EE | $2,559 | $5,179-50.6% | $4,320-40.8% | $5,352-52.2% |
| Admin fee / account holder | $384 | $8,392-95.4% | $6,269-93.9% | $9,541-96.0% |