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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 | $60,904 | $147,167-58.6% | $111,392-45.3% | $135,379-55.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 78.9%-12.2pp | 82.6%-16.0pp |
| Annual return | -4.96% | -4.44%-0.5pp | -2.06%-2.9pp | 519.79%-524.8pp |
| Employer contribution / active EE | $1,714 | $5,204-67.1% | $4,328-60.4% | $4,779-64.1% |
| Participant deferral / active EE | $2,722 | $6,565-58.5% | $5,567-51.1% | $5,609-51.5% |
| Admin fee / account holder | $2,229 | $20,270-89.0% | $12,266-81.8% | $10,828-79.4% |