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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 | $68,870 | $113,941-39.6% | $94,228-26.9% | $125,388-45.1% |
| Participation rate | 57.9% | 82.9%-25.0pp | 78.8%-20.9pp | 83.2%-25.3pp |
| Annual return | -2.84% | 5.29%-8.1pp | 10.68%-13.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,336 | $4,727-71.7% | $3,587-62.8% | $4,866-72.5% |
| Participant deferral / active EE | $2,185 | $5,179-57.8% | $4,320-49.4% | $5,352-59.2% |
| Admin fee / account holder | $1,280 | $8,392-84.7% | $6,269-79.6% | $9,541-86.6% |