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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 | $63,070 | $97,881-35.6% | $80,004-21.2% | $125,389-49.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 73.0%-23.0pp | 83.2%-33.2pp |
| Annual return | -2.41% | 9.36%-11.8pp | 7.63%-10.0pp | 282.24%-284.7pp |
| Employer contribution / active EE | $461 | $3,128-85.3% | $2,473-81.4% | $4,866-90.5% |
| Participant deferral / active EE | $9,000 | $3,744+140.4% | $3,204+180.9% | $5,352+68.2% |
| Admin fee / account holder | $433 | $6,278-93.1% | $5,033-91.4% | $9,541-95.5% |