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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 | $32,029 | $140,578-77.2% | $100,671-68.2% | $125,389-74.5% |
| Participation rate | 68.2% | 80.4%-12.2pp | 70.7%-2.5pp | 83.2%-15.0pp |
| Annual return | -0.41% | 24.67%-25.1pp | 20.43%-20.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,337 | $5,965-77.6% | $4,012-66.7% | $4,866-72.5% |
| Participant deferral / active EE | $2,695 | $3,981-32.3% | $3,144-14.3% | $5,352-49.6% |
| Admin fee / account holder | $621 | $6,716-90.8% | $4,850-87.2% | $9,541-93.5% |