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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 | $29,887 | $113,941-73.8% | $94,228-68.3% | $125,388-76.2% |
| Participation rate | 65.2% | 82.9%-17.7pp | 78.8%-13.6pp | 83.2%-18.0pp |
| Annual return | -1.70% | 5.29%-7.0pp | 10.68%-12.4pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,620 | $4,727-65.7% | $3,587-54.8% | $4,866-66.7% |
| Participant deferral / active EE | $3,451 | $5,179-33.4% | $4,320-20.1% | $5,352-35.5% |
| Admin fee / account holder | $2,117 | $8,392-74.8% | $6,269-66.2% | $9,541-77.8% |