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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 | $34,856 | $92,219-62.2% | $76,767-54.6% | $135,380-74.3% |
| Participation rate | 69.6% | 79.8%-10.2pp | 77.0%-7.4pp | 82.6%-13.1pp |
| Annual return | -2.88% | 5.46%-8.3pp | 2.43%-5.3pp | 519.81%-522.7pp |
| Employer contribution / active EE | $691 | $3,216-78.5% | $2,485-72.2% | $4,779-85.5% |
| Participant deferral / active EE | $2,103 | $4,508-53.4% | $3,852-45.4% | $5,609-62.5% |
| Admin fee / account holder | $378 | $10,749-96.5% | $6,675-94.3% | $10,828-96.5% |