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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 | $33,736 | $92,219-63.4% | $76,766-56.1% | $135,382-75.1% |
| Participation rate | 69.2% | 79.8%-10.5pp | 77.0%-7.7pp | 82.6%-13.4pp |
| Annual return | -0.91% | 5.46%-6.4pp | 2.43%-3.3pp | 519.77%-520.7pp |
| Employer contribution / active EE | $2,225 | $3,216-30.8% | $2,485-10.5% | $4,779-53.4% |
| Participant deferral / active EE | $3,022 | $4,508-33.0% | $3,851-21.5% | $5,609-46.1% |
| Admin fee / account holder | $981 | $10,749-90.9% | $6,675-85.3% | $10,829-90.9% |