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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 | $68,375 | $105,861-35.4% | $90,756-24.7% | $134,509-49.2% |
| Participation rate | 68.4% | 78.2%-9.8pp | 75.7%-7.3pp | 81.2%-12.8pp |
| Annual return | -13.09% | -10.99%-2.1pp | -12.16%-0.9pp | 418.13%-431.2pp |
| Employer contribution / active EE | $1,086 | $3,463-68.7% | $2,922-62.8% | $4,741-77.1% |
| Participant deferral / active EE | $1,765 | $5,217-66.2% | $4,565-61.3% | $6,400-72.4% |
| Admin fee / account holder | $3,279 | $13,938-76.5% | $8,445-61.2% | $11,427-71.3% |