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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 | $76,297 | $99,032-23.0% | $80,022-4.7% | $135,380-43.6% |
| Participation rate | 31.3% | 78.4%-47.1pp | 75.8%-44.6pp | 82.6%-51.4pp |
| Annual return | -4.60% | 15.39%-20.0pp | 11.22%-15.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,613 | $3,043-47.0% | $2,468-34.6% | $4,779-66.2% |
| Participant deferral / active EE | $1,494 | $4,282-65.1% | $3,686-59.5% | $5,609-73.4% |
| Admin fee / account holder | $1,432 | $10,436-86.3% | $6,521-78.0% | $10,828-86.8% |