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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 | $78,573 | $107,809-27.1% | $90,657-13.3% | $135,379-42.0% |
| Participation rate | 65.0% | 78.0%-13.0pp | 74.0%-9.0pp | 82.6%-17.6pp |
| Annual return | -6.11% | -0.90%-5.2pp | 1.89%-8.0pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,040 | $3,018-65.5% | $2,532-58.9% | $4,779-78.2% |
| Participant deferral / active EE | $2,879 | $3,872-25.6% | $3,424-15.9% | $5,609-48.7% |
| Admin fee / account holder | $3,655 | $5,931-38.4% | $4,994-26.8% | $10,828-66.2% |