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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 | $66,087 | $113,941-42.0% | $94,229-29.9% | $125,389-47.3% |
| Participation rate | 45.0% | 82.9%-37.9pp | 78.8%-33.8pp | 83.2%-38.2pp |
| Annual return | -2.08% | 5.29%-7.4pp | 10.68%-12.8pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,198 | $4,727-74.7% | $3,587-66.6% | $4,866-75.4% |
| Participant deferral / active EE | $2,268 | $5,179-56.2% | $4,320-47.5% | $5,352-57.6% |
| Admin fee / account holder | $846 | $8,392-89.9% | $6,269-86.5% | $9,541-91.1% |