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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 | $89,867 | $107,809-16.6% | $90,657-0.9% | $135,380-33.6% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -3.90% | -0.90%-3.0pp | 1.89%-5.8pp | 519.81%-523.7pp |
| Employer contribution / active EE | $1,064 | $3,018-64.7% | $2,532-58.0% | $4,779-77.7% |
| Participant deferral / active EE | $3,224 | $3,872-16.7% | $3,424-5.8% | $5,609-42.5% |
| Admin fee / account holder | $604 | $5,931-89.8% | $4,994-87.9% | $10,828-94.4% |