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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 | $56,741 | $140,578-59.6% | $100,671-43.6% | $125,389-54.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 70.7%-20.7pp | 83.2%-33.2pp |
| Annual return | -0.54% | 24.67%-25.2pp | 20.43%-21.0pp | 282.24%-282.8pp |
| Employer contribution / active EE | $440 | $5,965-92.6% | $4,012-89.0% | $4,866-91.0% |
| Participant deferral / active EE | $2,032 | $3,981-49.0% | $3,144-35.4% | $5,352-62.0% |
| Admin fee / account holder | $1,967 | $6,716-70.7% | $4,850-59.4% | $9,541-79.4% |