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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 | $35,785 | $107,809-66.8% | $90,657-60.5% | $135,379-73.6% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -5.91% | -0.90%-5.0pp | 1.89%-7.8pp | 519.79%-525.7pp |
| Employer contribution / active EE | $631 | $3,018-79.1% | $2,532-75.1% | $4,779-86.8% |
| Participant deferral / active EE | $1,292 | $3,872-66.6% | $3,424-62.3% | $5,609-77.0% |
| Admin fee / account holder | $324 | $5,931-94.5% | $4,994-93.5% | $10,828-97.0% |