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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 | $57,882 | $107,806-46.3% | $90,655-36.2% | $135,382-57.2% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -7.57% | -0.90%-6.7pp | 1.89%-9.5pp | 519.77%-527.3pp |
| Employer contribution / active EE | $519 | $3,018-82.8% | $2,532-79.5% | $4,779-89.1% |
| Participant deferral / active EE | $1,808 | $3,872-53.3% | $3,425-47.2% | $5,609-67.8% |
| Admin fee / account holder | $384 | $5,931-93.5% | $4,994-92.3% | $10,829-96.5% |