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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 | $35,644 | $158,852-77.6% | $121,220-70.6% | $135,379-73.7% |
| Participation rate | 58.8% | 79.3%-20.5pp | 71.8%-12.9pp | 82.6%-23.8pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $680 | $5,666-88.0% | $4,023-83.1% | $4,779-85.8% |
| Participant deferral / active EE | $1,240 | $4,006-69.0% | $3,345-62.9% | $5,609-77.9% |
| Admin fee / account holder | $627 | $6,515-90.4% | $5,021-87.5% | $10,828-94.2% |