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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 | $59,225 | $113,941-48.0% | $94,229-37.1% | $125,389-52.8% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | -2.24% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,291 | $4,727-51.5% | $3,587-36.1% | $4,866-52.9% |
| Participant deferral / active EE | $2,340 | $5,179-54.8% | $4,320-45.8% | $5,352-56.3% |
| Admin fee / account holder | $470 | $8,392-94.4% | $6,269-92.5% | $9,541-95.1% |