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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 | $62,984 | $95,917-34.3% | $79,583-20.9% | $134,545-53.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.9pp | 81.2%-17.6pp |
| Annual return | -19.16% | -2.70%-16.5pp | 0.16%-19.3pp | 418.37%-437.5pp |
| Employer contribution / active EE | $664 | $3,129-78.8% | $2,414-72.5% | $4,742-86.0% |
| Participant deferral / active EE | $3,145 | $4,694-33.0% | $3,986-21.1% | $6,401-50.9% |
| Admin fee / account holder | $2,960 | $9,132-67.6% | $6,835-56.7% | $11,431-74.1% |