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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 | $75,098 | $113,941-34.1% | $94,229-20.3% | $125,389-40.1% |
| Participation rate | 55.6% | 82.9%-27.3pp | 78.8%-23.2pp | 83.2%-27.6pp |
| Annual return | -2.21% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $824 | $4,727-82.6% | $3,587-77.0% | $4,866-83.1% |
| Participant deferral / active EE | $1,623 | $5,179-68.7% | $4,320-62.4% | $5,352-69.7% |
| Admin fee / account holder | $1,298 | $8,392-84.5% | $6,269-79.3% | $9,541-86.4% |