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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 | $37,700 | $90,745-58.5% | $130,231-71.1% | $75,181-49.9% |
| Participation rate | 66.1% | 71.1%-5.0pp | 76.3%-10.2pp | 67.2%-1.1pp |
| Annual return | 0.00% | 34.45%-34.5pp | 38.77%-38.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,518 | $3,314-54.2% | $4,126-63.2% | $2,671-43.2% |
| Participant deferral / active EE | $2,756 | $5,362-48.6% | $6,799-59.5% | $4,126-33.2% |
| Admin fee / account holder | $946 | $6,331-85.1% | $6,020-84.3% | $5,650-83.3% |