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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 | $36,920 | $82,314-55.1% | $68,808-46.3% | $134,532-72.6% |
| Participation rate | 35.7% | 75.1%-39.3pp | 69.0%-33.3pp | 81.2%-45.5pp |
| Annual return | -14.75% | -2.18%-12.6pp | -6.37%-8.4pp | 418.27%-433.0pp |
| Employer contribution / active EE | $967 | $3,301-70.7% | $2,656-63.6% | $4,741-79.6% |
| Participant deferral / active EE | $6,037 | $4,740+27.4% | $3,942+53.1% | $6,401-5.7% |
| Admin fee / account holder | $8,795 | $6,484+35.6% | $4,936+78.2% | $11,429-23.0% |