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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 | $65,986 | $82,324-19.8% | $68,803-4.1% | $134,545-51.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -16.04% | -2.17%-13.9pp | -6.37%-9.7pp | 418.37%-434.4pp |
| Employer contribution / active EE | $969 | $3,302-70.7% | $2,656-63.5% | $4,742-79.6% |
| Participant deferral / active EE | $4,653 | $4,740-1.8% | $3,942+18.0% | $6,401-27.3% |
| Admin fee / account holder | $1,250 | $6,485-80.7% | $4,936-74.7% | $11,431-89.1% |