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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 | $66,208 | $113,941-41.9% | $94,229-29.7% | $125,389-47.2% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -2.03% | 5.29%-7.3pp | 10.68%-12.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $866 | $4,727-81.7% | $3,587-75.9% | $4,866-82.2% |
| Participant deferral / active EE | $2,116 | $5,179-59.1% | $4,320-51.0% | $5,352-60.5% |
| Admin fee / account holder | $671 | $8,392-92.0% | $6,269-89.3% | $9,541-93.0% |