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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 | $29,842 | $77,976-61.7% | $81,367-63.3% | $125,389-76.2% |
| Participation rate | 28.6% | 83.3%-54.7pp | 82.3%-53.7pp | 83.2%-54.6pp |
| Annual return | -3.22% | -2.85%-0.4pp | -0.92%-2.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,070 | $4,366-75.5% | $3,930-72.8% | $4,866-78.0% |
| Participant deferral / active EE | $1,653 | $5,646-70.7% | $5,383-69.3% | $5,352-69.1% |
| Admin fee / account holder | $1,047 | $12,476-91.6% | $8,926-88.3% | $9,541-89.0% |