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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 | $65,955 | $95,895-31.2% | $79,576-17.1% | $134,509-51.0% |
| Participation rate | 30.0% | 75.0%-45.0pp | 69.5%-39.5pp | 81.2%-51.2pp |
| Annual return | -6.08% | -2.72%-3.4pp | 0.15%-6.2pp | 418.13%-424.2pp |
| Employer contribution / active EE | $1,598 | $3,128-48.9% | $2,413-33.8% | $4,741-66.3% |
| Participant deferral / active EE | $4,509 | $4,693-3.9% | $3,985+13.1% | $6,400-29.6% |
| Admin fee / account holder | $610 | $9,129-93.3% | $6,834-91.1% | $11,427-94.7% |