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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 | $32,369 | $82,314-60.7% | $68,808-53.0% | $134,532-75.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -19.37% | -2.18%-17.2pp | -6.37%-13.0pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,413 | $3,301-57.2% | $2,656-46.8% | $4,741-70.2% |
| Participant deferral / active EE | $5,244 | $4,740+10.6% | $3,942+33.0% | $6,401-18.1% |
| Admin fee / account holder | $412 | $6,484-93.7% | $4,936-91.7% | $11,429-96.4% |