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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 | $53,334 | $83,908-36.4% | $68,509-22.2% | $125,389-57.5% |
| Participation rate | 57.1% | 78.2%-21.0pp | 74.7%-17.6pp | 83.2%-26.0pp |
| Annual return | -0.46% | 14.48%-14.9pp | 8.27%-8.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $897 | $3,031-70.4% | $2,278-60.6% | $4,866-81.6% |
| Participant deferral / active EE | $1,764 | $4,125-57.2% | $3,382-47.9% | $5,352-67.0% |
| Admin fee / account holder | $618 | $8,982-93.1% | $5,275-88.3% | $9,541-93.5% |