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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 | $64,779 | $107,809-39.9% | $90,657-28.5% | $135,379-52.1% |
| Participation rate | 58.3% | 78.0%-19.7pp | 74.0%-15.7pp | 82.6%-24.3pp |
| Annual return | -3.99% | -0.90%-3.1pp | 1.89%-5.9pp | 519.79%-523.8pp |
| Employer contribution / active EE | $615 | $3,018-79.6% | $2,532-75.7% | $4,779-87.1% |
| Participant deferral / active EE | $949 | $3,872-75.5% | $3,424-72.3% | $5,609-83.1% |
| Admin fee / account holder | $1,175 | $5,931-80.2% | $4,994-76.5% | $10,828-89.1% |