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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 | $65,385 | $140,578-53.5% | $100,671-35.1% | $125,389-47.9% |
| Participation rate | 64.7% | 80.4%-15.7pp | 70.7%-6.0pp | 83.2%-18.5pp |
| Annual return | -1.03% | 24.67%-25.7pp | 20.43%-21.5pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,643 | $5,965-72.4% | $4,012-59.0% | $4,866-66.2% |
| Participant deferral / active EE | $2,414 | $3,981-39.4% | $3,144-23.2% | $5,352-54.9% |
| Admin fee / account holder | $564 | $6,716-91.6% | $4,850-88.4% | $9,541-94.1% |