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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 | $62,012 | $113,941-45.6% | $94,229-34.2% | $125,389-50.5% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -2.10% | 5.29%-7.4pp | 10.68%-12.8pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,765 | $4,727-62.7% | $3,587-50.8% | $4,866-63.7% |
| Participant deferral / active EE | $3,534 | $5,179-31.8% | $4,320-18.2% | $5,352-34.0% |
| Admin fee / account holder | $337 | $8,392-96.0% | $6,269-94.6% | $9,541-96.5% |